Westbourne Investments’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
2025
Q2
$778K Sell
15,250
-15,825
-51% -$807K 0.41% 63
2025
Q1
$1.59M Buy
31,075
+2,795
+10% +$143K 0.96% 35
2024
Q4
$1.44M Buy
+28,280
New +$1.44M 0.85% 36