Aletheian Wealth Advisors’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
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $939K | Buy |
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