Adero Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $294K | Buy |
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