Avantax Planning Partners’s 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 | $451K | Sell |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $604K | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $4.04M | Sell |
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|
2023
Q4 | $4.15M | Sell |
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|
2023
Q3 | $5.54M | Sell |
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|
2023
Q2 | $73.8M | Sell |
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|
2023
Q1 | $75.1M | Sell |
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|
2022
Q4 | $129M | Sell |
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|
2022
Q3 | $133M | Sell |
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|
2022
Q2 | $135M | Sell |
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|
2022
Q1 | $143M | Buy |
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|
2021
Q4 | $143M | Buy |
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|
2021
Q3 | $140M | Buy |
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|
2021
Q2 | $138M | Buy |
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|
2021
Q1 | $137M | Buy |
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|
2020
Q4 | $127M | Buy |
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|
2020
Q3 | $125M | Buy |
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|
2020
Q2 | $119M | Sell |
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|
2020
Q1 | $116M | Buy |
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|
2019
Q4 | $116M | Buy |
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|
2019
Q3 | $113M | Buy |
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|
2019
Q2 | $111M | Buy |
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|
2019
Q1 | $106M | Buy |
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|
2018
Q4 | $98.1M | Buy |
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|
2018
Q3 | $99.1M | Buy |
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|
2018
Q2 | $93.6M | Buy |
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|
2018
Q1 | $88.6M | Buy |
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|
2017
Q4 | $82.8M | Buy |
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|
2017
Q3 | $81.3M | Buy |
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|
2017
Q2 | $76.6M | Buy |
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|
2017
Q1 | $51.9M | Buy |
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