Guardian Wealth Advisors (North Carolina)’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-78	Closed	-$2.4K	–	440
2026 Q1	$2.4K	Buy	+78	New	+$2.4K	﹤0.01%	585
2025 Q3	–	Sell	-32	Closed	-$987	–	408
2025 Q2	$987	Hold	32	–	–	﹤0.01%	536
2025 Q1	$986	Hold	32	–	–	﹤0.01%	512
2024 Q4	$983	Hold	32	–	–	﹤0.01%	497
2024 Q3	$987	Hold	32	–	–	﹤0.01%	435
2024 Q2	$987	Hold	32	–	–	﹤0.01%	422
2024 Q1	$987	Hold	32	–	–	﹤0.01%	437
2023 Q4	$979	Hold	32	–	–	﹤0.01%	425
2023 Q3	$983	Hold	32	–	–	﹤0.01%	404
2023 Q2	$982	Sell	32 -2	-6%	-$61	﹤0.01%	400
2023 Q1	$1.03K	Hold	34	–	–	﹤0.01%	391
2022 Q4	$1.03K	Hold	34	–	–	﹤0.01%	359
2022 Q3	$1K	Sell	34 -1,431	-98%	-$43.4K	﹤0.01%	329
2022 Q2	$44K	Buy	+1,465	New	+$44.5K	0.01%	236

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 22.96% 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

Guardian Wealth Advisors (North Carolina)'s FLRN Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026, closing a stake of 78 shares — an estimated $2.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FLRN in Q2 2022 and held it in 14 quarters. The position peaked at $44K in Q2 2022. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 78 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $2.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $44K in Q2 2022.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.