Harbor Asset Planning
FLRN icon

Harbor Asset Planning’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Harbor Asset Planning’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
Q3 		$40.2K Buy
1,303
+14
+1% +$431 0.03% 242
2026
Q2 		$39.8K Sell
1,289
-799
-38% -$24.6K 0.03% 242
2026
Q1 		$64.3K Buy
2,088
+14
+0.7% +$431 0.05% 182
2025
Q4 		$63.7K Buy
2,074
+32
+2% +$985 0.05% 174
2025
Q3 		$63K Buy
2,042
+25
+1% +$770 0.06% 168
2025
Q2 		$62.2K Buy
+2,017
New +$61.9K 0.06% 163

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Harbor Asset Planning's FLRN Position: Q3 2026 in Review

Harbor Asset Planning increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 1.1% in Q3 2026, buying an estimated $431 and bringing the position to 1,303 shares worth $40.2K. The position accounts for 0.03% of the portfolio, ranked #242.

Harbor Asset Planning first reported a position in FLRN in Q2 2025 and has held it in 6 quarters since. The position peaked at $64.3K in Q1 2026. 280 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

  • Harbor Asset Planning held 1,303 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $40.2K as of Q3 2026.
  • Harbor Asset Planning bought 14 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $431.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.03% of Harbor Asset Planning's portfolio in Q3 2026, its #242 holding.
  • Harbor Asset Planning first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $64.3K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.