Genesis Private Wealth’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
$228K Sell
7,392
-1,129
-13% -$34.8K 0.11% 135
2025
Q1
$263K Sell
8,521
-851
-9% -$26.2K 0.14% 100
2024
Q4
$288K Buy
+9,372
New +$288K 0.16% 80