Cornerstone Planning Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Cornerstone Planning Group’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 Q1	$30.8K	Hold	1,000	–	–	﹤0.01%	537
2025 Q4	$30.8K	Buy	1,000 +812	+432%	+$25K	﹤0.01%	468
2025 Q3	$4.79K	Sell	188 -812	-81%	-$25K	﹤0.01%	958
2025 Q2	$30.7K	Buy	+1,000	New	+$30.7K	0.01%	323

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFMC

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

Cornerstone Planning Group's FLRN Position: Q1 2026 in Review

Cornerstone Planning Group held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q1 2026 at 1,000 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Cornerstone Planning Group first reported a position in FLRN in Q2 2025 and has held it in 4 quarters since. The position peaked at $30.8K in Q4 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Cornerstone Planning Group held 1,000 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $30.8K as of Q1 2026.
Cornerstone Planning Group left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #537 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2025 and has held it in 4 quarters since.
Cornerstone Planning Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $30.8K in Q4 2025.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.