Congress Wealth Management’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$617K	Hold	20,000	–	–	0.01%	857
2025 Q1	$616K	Buy	+20,000	New	+$616K	0.01%	755