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West Wealth Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

West Wealth Group’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,013
Closed -$204K – 100
2024
Q4 		$204K Sell
4,013
-618
-13% -$31.4K 0.06% 91
2024
Q3 		$236K Buy
+4,631
New +$236K 0.08% 77