Brady Martz Wealth Solutions’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Brady Martz Wealth Solutions’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	$862K	Hold	27,935	–	–	0.13%	109
2026 Q1	$860K	Sell	27,935 -3,160	-10%	-$97.3K	0.15%	104
2025 Q4	$956K	Hold	31,095	–	–	0.17%	92
2025 Q3	$960K	Hold	31,095	–	–	0.17%	92
2025 Q2	$959K	Hold	31,095	–	–	0.19%	93
2025 Q1	$958K	Hold	31,095	–	–	0.22%	88
2024 Q4	$958K	Buy	+31,095	New	+$957K	0.23%	84

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Brady Martz Wealth Solutions's FLRN Position: Q2 2026 in Review

Brady Martz Wealth Solutions held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2026 at 27,935 shares worth $862K. The position accounts for 0.13% of the portfolio, ranked #109.

Brady Martz Wealth Solutions first reported a position in FLRN in Q4 2024 and has held it in 7 quarters since. The position peaked at $960K in Q3 2025. 363 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Brady Martz Wealth Solutions held 27,935 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $862K as of Q2 2026.
Brady Martz Wealth Solutions left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.13% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #109 holding.
Brady Martz Wealth Solutions first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $960K in Q3 2025.
363 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.