Wells Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,365	Closed	-$724K	–	67
2023 Q1	$724K	Sell	14,365 -100	-0.7%	-$5.04K	0.58%	26
2022 Q4	$728K	Buy	+14,465	New	+$728K	0.6%	26