WJ Wealth Management’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 | $224K | Sell |
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|
2025
Q1 | $738K | Hold |
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|
2024
Q4 | $735K | Buy |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $460K | Hold |
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|
2024
Q1 | $459K | Sell |
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|
2023
Q4 | $564K | Hold |
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|
2023
Q3 | $567K | Hold |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $11.6M | Sell |
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|
2022
Q3 | $12.6M | Sell |
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|
2022
Q2 | $19.2M | Buy |
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|
2022
Q1 | $18.3M | Buy |
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|
2021
Q4 | $11.4M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $416K | Buy |
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