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

Aletheian Wealth 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	$2.38M	Buy	77,013 +1,333	+2%	+$41K	1.01%	22
2026 Q1	$2.33M	Buy	+75,680	New	+$2.33M	1.14%	22
2025 Q3	$2.13M	Buy	69,063 +4,999	+8%	+$154K	0.99%	23
2025 Q2	$1.98M	Buy	64,064 +5,903	+10%	+$181K	0.97%	24
2025 Q1	$1.79M	Buy	58,161 +3,299	+6%	+$102K	1.01%	23
2024 Q4	$1.69M	Buy	54,862 +826	+2%	+$25.4K	1%	25
2024 Q3	$1.67M	Buy	54,036 +1,853	+4%	+$57K	0.97%	24
2024 Q2	$1.61M	Buy	52,183 +1,997	+4%	+$61.5K	0.85%	29
2024 Q1	$1.55M	Buy	50,186 +3,735	+8%	+$115K	0.84%	29
2023 Q4	$1.42M	Buy	46,451 +5,750	+14%	+$176K	0.94%	27
2023 Q3	$1.25M	Sell	40,701 -2,455	-6%	-$75.2K	0.96%	27
2023 Q2	$1.32M	Buy	43,156 +356	+0.8%	+$10.9K	0.91%	27
2023 Q1	$1.3M	Sell	42,800 -3,568	-8%	-$109K	1.15%	21
2022 Q4	$1.41M	Buy	46,368 +225	+0.5%	+$6.82K	1.22%	21
2022 Q3	$1.4M	Buy	46,143 +277	+0.6%	+$8.4K	1.59%	18
2022 Q2	$1.38M	Buy	45,866 +2,686	+6%	+$81.6K	1.4%	21
2022 Q1	$1.32M	Buy	43,180 +12,478	+41%	+$381K	1.25%	22
2021 Q4	$939K	Buy	+30,702	New	+$940K	0.92%	25

Other funds holding FLRN

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

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return