Number of Shares
145,375.00
Current Holdings Value*
$7.42 Mil
% of Portfolio
1.82%
Total Estimate Gain
$130,986.73
% of Total Estimate Gain
1.31%

GSB Wealth Management, LLC's iShares Floating Rate Bond ETF Holding Summary

As of 2025-06-30, GSB Wealth Management, LLC held 145,375.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $7.42 Mil. This investment constitutes 1.82% of their stock portfolio, and GSB Wealth Management, LLC now holds 0.08% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.

The initial trade took place in 2021Q1. And since then GSB Wealth Management, LLC has made 10 purchases of FLOT, at an average price of $50.27, for a total of 198,594.00 shares. In addition, there have been 8 sales at an average price of $50.63 for 53,219.00 shares. Based on historical transaction data and FLOT's current price of $51.04, GSB Wealth Management, LLC's estimated gain on his FLOT holdings is $130,986.73, reflecting a 1.31% gain to date.

GSB Wealth Management, LLC FLOT ($51.04) Holding Chart

GSB Wealth Management, LLC FLOT ($51.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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