Occidental Asset Management, LLC FLOT Holdings History
Occidental Asset Management, LLC's iShares Floating Rate Bond ETF Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held 501,737.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $25.60 Mil. This investment constitutes 3.53% of their stock portfolio, and Occidental Asset Management, LLC now holds 0.29% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.
The initial trade took place in 2018Q2. And since then Occidental Asset Management, LLC has made 11 purchases of FLOT, at an average price of $50.66, for a total of 682,255.00 shares. In addition, there have been 6 sales at an average price of $50.71 for 180,518.00 shares. Based on historical transaction data and FLOT's current price of $51.05, Occidental Asset Management, LLC's estimated gain on his FLOT holdings is $202,722.78, reflecting a 0.59% gain to date.
Occidental Asset Management, LLC FLOT ($51.05) Holding Chart
Occidental Asset Management, LLC FLOT ($51.05) 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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