Beacon Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $394K | Sell |
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|
2025
Q4 | $421K | Sell |
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2025
Q3 | $468K | Sell |
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2025
Q2 | $553K | Sell |
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|
2025
Q1 | $744K | Sell |
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|
2024
Q4 | $5.35M | Sell |
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2024
Q3 | $6.22M | Sell |
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|
2024
Q2 | $6.5M | Sell |
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|
2024
Q1 | $7.13M | Sell |
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|
2023
Q4 | $7.61M | Sell |
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|
2023
Q3 | $7.97M | Buy |
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