1620 Investment Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

1620 Investment Advisors’s Portfolio FLRN Stock Details FLRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.3K	Hold	854	–	–	0.02%	388
2026 Q1	$26.3K	Hold	854	–	–	0.02%	371
2025 Q4	$26.2K	Buy	854 +6	+0.7%	+$185	0.02%	364
2025 Q3	$26.2K	Buy	848 +3	+0.4%	+$92	0.02%	358
2025 Q2	$26.1K	Sell	845 -29	-3%	-$890	0.02%	374
2025 Q1	$26.9K	Sell	874 -97	-10%	-$2.99K	0.02%	357
2024 Q4	$29.8K	Hold	971	–	–	0.02%	345
2024 Q3	$30K	Buy	971 +133	+16%	+$4.09K	0.02%	359
2024 Q2	$25.9K	Buy	+838	New	+$25.8K	0.02%	364
2023 Q1	–	Sell	-64,983	Closed	-$1.97M	–	134
2022 Q4	$1.97M	Buy	64,983 +1,075	+2%	+$32.6K	2.39%	4
2022 Q3	$1.94M	Buy	63,908 +2,381	+4%	+$72.2K	2.86%	5
2022 Q2	$1.85M	Sell	61,527 -318	-0.5%	-$9.67K	2.56%	5
2022 Q1	$1.89M	Hold	61,845	–	–	2.06%	9
2021 Q4	$1.89M	Buy	+61,845	New	+$1.89M	2.12%	9

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

1620 Investment Advisors's FLRN Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2026 at 854 shares worth $26.3K. The position accounts for 0.02% of the portfolio, ranked #388.

1620 Investment Advisors first reported a position in FLRN in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.97M in Q4 2022. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

1620 Investment Advisors held 854 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $26.3K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #388 holding.
1620 Investment Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2021 and has held it in 14 quarters since.
1620 Investment Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.97M in Q4 2022.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.