MOULTON WEALTH MANAGEMENT, INC FLOT Holdings History
MOULTON WEALTH MANAGEMENT, INC's iShares Floating Rate Bond ETF Holding Summary
As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 192,592.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $9.80 Mil. This investment constitutes 7.41% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0.11% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.
The initial trade took place in 2024Q4. And since then MOULTON WEALTH MANAGEMENT, INC has made 2 purchases of FLOT, at an average price of $50.95, for a total of 213,726.00 shares. In addition, there have been 1 sales at an average price of $50.81 for 21,134.00 shares. Based on historical transaction data and FLOT's current price of $51.02, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his FLOT holdings is $10,273.44, reflecting a 0.09% gain to date.
MOULTON WEALTH MANAGEMENT, INC FLOT ($51.02) Holding Chart
MOULTON WEALTH MANAGEMENT, INC FLOT ($51.02) 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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