Blake Schutter Theil Wealth Advisors’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
$699K Hold
2025
Q1
$699K Hold
2024
Q4
$697K Sell
2024
Q3
$700K Buy