Wealth Management Resources’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Sell	28,116 -2,637	-9%	-$134K	0.5%	22
2025 Q4	$1.56M	Sell	30,753 -38,572	-56%	-$1.96M	0.55%	21
2025 Q3	$3.54M	Buy	69,325 +1,466	+2%	+$74.7K	1.15%	18
2025 Q2	$3.46M	Buy	67,859 +30,975	+84%	+$1.57M	1.18%	18
2025 Q1	$1.88M	Buy	36,884 +12,909	+54%	+$658K	0.68%	22
2024 Q4	$1.22M	Buy	+23,975	New	+$1.22M	0.45%	24
2023 Q4	–	Sell	-82,482	Closed	-$4.2M	–	39
2023 Q3	$4.2M	Sell	82,482 -4,998	-6%	-$254K	2.03%	17
2023 Q2	$4.45M	Sell	87,480 -58,974	-40%	-$2.98M	2.59%	14
2023 Q1	$7.38M	Buy	146,454 +1,649	+1%	+$83.2K	4.54%	12
2022 Q4	$7.29M	Buy	144,805 +15,673	+12%	+$787K	4.73%	9
2022 Q3	$6.49M	Buy	129,132 +3,297	+3%	+$166K	4.32%	11
2022 Q2	$6.28M	Buy	125,835 +31,586	+34%	+$1.59M	3.86%	14
2022 Q1	$4.76M	Buy	94,249 +1,215	+1%	+$61.5K	3.29%	13
2021 Q4	$4.72M	Buy	+93,034	New	+$4.72M	3.04%	13