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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
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 $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Harbor Asset Planning's FLRN Position: Q1 2026 in Review

Harbor Asset Planning increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.68% in Q1 2026, buying an estimated $431 and bringing the position to 2,088 shares worth $64.3K. The position accounts for 0.05% of the portfolio, ranked #182.

Harbor Asset Planning first reported a position in FLRN in Q2 2025 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Harbor Asset Planning held 2,088 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $64.3K as of Q1 2026.
  • Harbor Asset Planning bought 14 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $431.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.05% of Harbor Asset Planning's portfolio in Q1 2026, its #182 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 4 quarters since.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.