Westside Investment Management’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 | $120K | Hold |
2,353
| – | – | 0.02% | 316 |
|
|
2025
Q1 | $120K | Hold |
2,353
| – | – | 0.03% | 288 |
|
|
2024
Q4 | $120K | Hold |
2,353
| – | – | 0.03% | 287 |
|
|
2024
Q3 | $120K | Hold |
2,353
| – | – | 0.03% | 292 |
|
|
2024
Q2 | $120K | Hold |
2,353
| – | – | 0.03% | 284 |
|
|
2024
Q1 | $120K | Hold |
2,353
| – | – | 0.03% | 276 |
|
|
2023
Q4 | $119K | Hold |
2,353
| – | – | 0.03% | 258 |
|
|
2023
Q3 | $120K | Hold |
2,353
| – | – | 0.03% | 253 |
|
|
2023
Q2 | $120K | Hold |
2,353
| – | – | 0.03% | 255 |
|
|
2023
Q1 | $119K | Hold |
2,353
| – | – | 0.03% | 254 |
|
|
2022
Q4 | $118 | Hold |
2,353
| – | – | ﹤0.01% | 351 |
|
|
2022
Q3 | $118 | Hold |
2,353
| – | – | ﹤0.01% | 346 |
|
|
2022
Q2 | $117 | Hold |
2,353
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $118 | Hold |
2,353
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $119 | Hold |
2,353
| – | – | ﹤0.01% | 337 |
|
|
2021
Q3 | $119 | Hold |
2,353
| – | – | ﹤0.01% | 329 |
|
|
2021
Q2 | $119 | Hold |
2,353
| – | – | ﹤0.01% | 328 |
|
|
2021
Q1 | $119 | Hold |
2,353
| – | – | ﹤0.01% | 316 |
|
|
2020
Q4 | $119 | Hold |
2,353
| – | – | ﹤0.01% | 280 |
|
|
2020
Q3 | $119 | Hold |
2,353
| – | – | ﹤0.01% | 287 |
|
|
2020
Q2 | $119 | Hold |
2,353
| – | – | ﹤0.01% | 265 |
|
|
2020
Q1 | $114 | Buy |
+2,353
| New | +$114 | ﹤0.01% | 267 |
|
|
2019
Q2 | $119 | Buy |
+2,353
| New | +$119 | ﹤0.01% | 231 |
|
|
2018
Q4 | $118K | Hold |
2,353
| – | – | 0.04% | 200 |
|
|
2018
Q3 | $120K | Hold |
2,353
| – | – | 0.04% | 186 |
|
|
2018
Q2 | $120K | Hold |
2,353
| – | – | 0.04% | 211 |
|
|
2018
Q1 | $120K | Hold |
2,353
| – | – | 0.07% | 200 |
|
|
2017
Q4 | $120K | Hold |
2,353
| – | – | 0.06% | 199 |
|
|
2017
Q3 | $120K | Hold |
2,353
| – | – | 0.07% | 180 |
|
|
2017
Q2 | $120K | Hold |
2,353
| – | – | 0.08% | 180 |
|
|
2017
Q1 | $120K | Hold |
2,353
| – | – | 0.06% | 171 |
|
|
2016
Q4 | $119K | Buy |
+2,353
| New | +$119K | 0.08% | 121 |
|