West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $19.2K | Buy |
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|
2025
Q1 | $18.9K | Sell |
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|
2024
Q4 | $100K | Sell |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $109K | Buy |
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|
2023
Q4 | $107K | Sell |
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|
2023
Q3 | $129K | Buy |
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|
2023
Q2 | $127K | Buy |
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|
2023
Q1 | $124K | Sell |
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|
2022
Q4 | $136K | Sell |
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|
2022
Q3 | $174K | Buy |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $174K | Buy |
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|
2021
Q4 | $175K | Sell |
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|
2021
Q3 | $184K | Sell |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $521K | Sell |
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|
2019
Q3 | $563K | Sell |
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|
2019
Q2 | $660K | Sell |
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|
2019
Q1 | $668K | Sell |
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|
2018
Q4 | $776K | Sell |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $1.18M | Buy |
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