SWM Advisors FLOT Holdings History

Number of Shares
141,133.00
Current Holdings Value*
$7.09 Mil
% of Portfolio
6.68%
Total Estimate Gain
$69,633.39
% of Total Estimate Gain
0.98%

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 $51.04, SWM Advisors's estimated gain on his FLOT holdings is $69,633.39, reflecting a 0.98% gain to date.

SWM Advisors FLOT ($51.04) Holding Chart

SWM Advisors 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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