Fiduciary Financial Group’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	$8.3M	Buy	270,370 +16,003	+6%	+$491K	1.5%	15
2025 Q1	$7.74M	Buy	254,367 +23,235	+10%	+$707K	1.68%	11
2024 Q4	$7.12M	Buy	231,132 +5,499	+2%	+$169K	1.55%	14
2024 Q3	$6.93M	Buy	225,633 +6,309	+3%	+$194K	1.59%	14
2024 Q2	$6.74M	Buy	+219,324	New	+$6.74M	1.63%	14