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Blake Schutter Theil Wealth Advisors’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio FLRN Stock Details FLRN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$699K Hold
22,685
– – 0.79% 35
2025
Q1 		$699K Hold
22,685
– – 0.79% 34
2024
Q4 		$697K Sell
22,685
-20
-0.1% -$615 0.74% 30
2024
Q3 		$700K Buy
+22,705
New +$700K 0.5% 54