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

Avior Wealth Management’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	$420K	Sell	13,606 -63	-0.5%	-$1.94K	0.01%	562
2026 Q1	$421K	Buy	13,669 +912	+7%	+$28.1K	0.01%	579
2025 Q4	$392K	Sell	12,757 -150	-1%	-$4.62K	0.01%	535
2025 Q3	$398K	Sell	12,907 -4,937	-28%	-$152K	0.01%	509
2025 Q2	$550K	Sell	17,844 -101	-0.6%	-$3.1K	0.02%	410
2025 Q1	$553K	Sell	17,945 -349	-2%	-$10.7K	0.02%	378
2024 Q4	$562K	Sell	18,294 -975	-5%	-$30K	0.02%	413
2024 Q3	$594K	Buy	19,269 +869	+5%	+$26.7K	0.02%	408
2024 Q2	$568K	Buy	18,400 +2,303	+14%	+$70.9K	0.02%	402
2024 Q1	$496K	Buy	+16,097	New	+$495K	0.02%	454
2023 Q4	–	Sell	-31	Closed	-$952	–	1580
2023 Q3	$952	Hold	31	–	–	﹤0.01%	1450
2023 Q2	$951	Hold	31	–	–	﹤0.01%	1418
2023 Q1	$943	Buy	+31	New	+$945	﹤0.01%	1461

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

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 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