Guardian Wealth Management (Illinois)’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q1	–	Sell	-115	Closed	-$3.52K	–	234
2024 Q4	$3.52K	Buy	115 +2	+2%	+$62	﹤0.01%	196
2024 Q3	$3.49K	Buy	113 +2	+2%	+$62	﹤0.01%	202
2024 Q2	$3.42K	Buy	111 +2	+2%	+$62	﹤0.01%	197
2024 Q1	$3.37K	Buy	109 +1	+0.9%	+$31	﹤0.01%	194
2023 Q4	$3.31K	Buy	108 +2	+2%	+$61	﹤0.01%	203
2023 Q3	$3.26K	Buy	106 +1	+1%	+$31	﹤0.01%	190
2023 Q2	$3.21K	Buy	105 +2	+2%	+$61	﹤0.01%	197
2023 Q1	$3.14K	Buy	103 +1	+1%	+$30	﹤0.01%	201
2022 Q4	$3.11K	Buy	102 +1	+1%	+$30	﹤0.01%	212
2022 Q3	$3K	Hold	101	–	–	﹤0.01%	203
2022 Q2	$3K	Buy	101 +1	+1%	+$30	﹤0.01%	194
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	202
2021 Q4	$3K	Buy	+100	New	+$3.06K	﹤0.01%	200

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

CFMC

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

Guardian Wealth Management (Illinois)'s FLRN Position: Q1 2025 in Review

Guardian Wealth Management (Illinois) sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2025, closing a stake of 115 shares — an estimated $3.52K sold.

Guardian Wealth Management (Illinois) first reported a position in FLRN in Q4 2021 and held it in 13 quarters. The position peaked at $3.52K in Q4 2024. 322 funds tracked by Wall St. Rank hold FLRN as of Q1 2025.

Guardian Wealth Management (Illinois) reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 115 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2025, an estimated $3.52K.
Guardian Wealth Management (Illinois) first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2021 and held it in 13 quarters.
Guardian Wealth Management (Illinois)'s State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $3.52K in Q4 2024.
322 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2025, filed 6 May 2025.