HAP
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
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 $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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

Harbor Asset Planning's FLRN Position: Q2 2026 in Review

Harbor Asset Planning reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 38% in Q2 2026, selling an estimated $24.6K and leaving 1,289 shares worth $39.8K. 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 5 quarters since. The position peaked at $64.3K in Q1 2026. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Harbor Asset Planning held 1,289 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $39.8K as of Q2 2026.
  • Harbor Asset Planning sold 799 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $24.6K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 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 5 quarters since.
  • Harbor Asset Planning's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $64.3K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.