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

Buska 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 Q3	$3.29M	Sell	106,723 -63,137	-37%	-$1.94M	1.13%	19
2026 Q2	$5.24M	Sell	169,860 -46,004	-21%	-$1.42M	1.89%	14
2026 Q1	$6.64M	Sell	215,864 -26,533	-11%	-$817K	2.67%	10
2025 Q4	$7.45M	Sell	242,397 -78,248	-24%	-$2.41M	2.75%	8
2025 Q3	$9.9M	Sell	320,645 -40,440	-11%	-$1.25M	2.97%	7
2025 Q2	$11.1M	Buy	361,085 +64,309	+22%	+$1.97M	3.04%	6
2025 Q1	$9.15M	Buy	296,776 +32,918	+12%	+$1.01M	2.87%	9
2024 Q4	$8.11M	Buy	263,858 +57,819	+28%	+$1.78M	2.6%	10
2024 Q3	$6.36M	Buy	206,039 +41,177	+25%	+$1.27M	2.22%	12
2024 Q2	$5.09M	Buy	164,862 +25,639	+18%	+$789K	2.03%	15
2024 Q1	$4.29M	Buy	+139,223	New	+$4.28M	1.88%	15

Other funds holding FLRN

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Buska Wealth Management's FLRN Position: Q3 2026 in Review

Buska Wealth Management reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 37% in Q3 2026, selling an estimated $1.94M and leaving 106,723 shares worth $3.29M. The position accounts for 1.13% of the portfolio, ranked #19.

Buska Wealth Management first reported a position in FLRN in Q1 2024 and has held it in 11 quarters since. The position peaked at $11.1M in Q2 2025. 89 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Buska Wealth Management held 106,723 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $3.29M as of Q3 2026.
Buska Wealth Management sold 63,137 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $1.94M.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.13% of Buska Wealth Management's portfolio in Q3 2026, its #19 holding.
Buska Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2024 and has held it in 11 quarters since.
Buska Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $11.1M in Q2 2025.
89 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.