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

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-750
Closed -$22.8K – 204
2022
Q4 		$22.8K Buy
+750
New +$22.7K 0.03% 184

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APP
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KeyBank National Association
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VA
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Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Wealth Alliance's FLRN Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2023, closing a stake of 750 shares — an estimated $22.8K sold.

Freedom Wealth Alliance first reported a position in FLRN in Q4 2022 and held it in 1 quarter. The position peaked at $22.8K in Q4 2022. 335 funds tracked by Wall St. Rank hold FLRN as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 750 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2023, an estimated $22.8K.
  • Freedom Wealth Alliance first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $22.8K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.