Number of Shares
57,970.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
2.2%
Total Estimate Gain
$74,102.62
% of Total Estimate Gain
0.92%

Seed Wealth Management, Inc.'s iShares Floating Rate Bond ETF Holding Summary

As of 2025-06-30, Seed Wealth Management, Inc. held 57,970.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $2.96 Mil. This investment constitutes 2.2% of their stock portfolio, and Seed Wealth Management, Inc. now holds 0.03% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.

The initial trade took place in 2022Q4. And since then Seed Wealth Management, Inc. has made 2 purchases of FLOT, at an average price of $50.21, for a total of 159,910.00 shares. In addition, there have been 3 sales at an average price of $50.48 for 101,940.00 shares. Based on historical transaction data and FLOT's current price of $51.02, Seed Wealth Management, Inc.'s estimated gain on his FLOT holdings is $74,102.62, reflecting a 0.92% gain to date.

Seed Wealth Management, Inc. FLOT ($51.02) Holding Chart

Seed 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 %

Top Ranked Articles

  • 1