SWM Advisors FLOT Holdings History
SWM Advisors's iShares Floating Rate Bond ETF Holding Summary
As of 2022-09-30, SWM Advisors held 141,133.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $7.09 Mil. This investment constitutes 6.68% of their stock portfolio, and SWM Advisors now holds 0.08% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.
The initial trade took place in 2022Q1. And since then SWM Advisors has made 3 purchases of FLOT, at an average price of $50.55, for a total of 141,133.00 shares. Based on historical transaction data and FLOT's current price of $51.05, SWM Advisors's estimated gain on his FLOT holdings is $71,044.72, reflecting a 1.00% gain to date.
SWM Advisors FLOT ($51.05) Holding Chart
SWM Advisors 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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