Gen-Wealth Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Gen-Wealth Partners’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	$15.5K	Buy	503 +3	+0.6%	+$92	﹤0.01%	506
2025 Q4	$15.4K	Buy	500 +8	+2%	+$246	﹤0.01%	493
2025 Q3	$15.2K	Buy	+492	New	+$15.2K	0.01%	488

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

Gen-Wealth Partners's FLRN Position: Q1 2026 in Review

Gen-Wealth Partners increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.6% in Q1 2026, buying an estimated $92 and bringing the position to 503 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Gen-Wealth Partners first reported a position in FLRN in Q3 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Gen-Wealth Partners held 503 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $15.5K as of Q1 2026.
Gen-Wealth Partners bought 3 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $92.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #506 holding.
Gen-Wealth Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2025 and has held it in 3 quarters since.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.