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

Greykasell Wealth Strategies’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 Q2	$41.5K	Sell	1,344 -321	-19%	-$9.88K	0.02%	245
2026 Q1	$51.3K	Buy	1,665 +1	+0.1%	+$31	0.02%	243
2025 Q4	$51.1K	Buy	1,664 +680	+69%	+$20.9K	0.02%	235
2025 Q3	$30.4K	Buy	984 +3	+0.3%	+$92	0.01%	229
2025 Q2	$30.2K	Buy	981 +3	+0.3%	+$92	0.01%	204
2025 Q1	$30.1K	Buy	+978	New	+$30.1K	0.02%	202

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFMC

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Greykasell Wealth Strategies's FLRN Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 19% in Q2 2026, selling an estimated $9.88K and leaving 1,344 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #245.

Greykasell Wealth Strategies first reported a position in FLRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $51.3K in Q1 2026. 363 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Greykasell Wealth Strategies held 1,344 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $41.5K as of Q2 2026.
Greykasell Wealth Strategies sold 321 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $9.88K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #245 holding.
Greykasell Wealth Strategies first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2025 and has held it in 6 quarters since.
Greykasell Wealth Strategies's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $51.3K in Q1 2026.
363 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.