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HB Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

HB Wealth Management’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
2022
Q3 		– Sell
-21,879
Closed -$659K – 589
2022
Q2 		$659K Buy
+21,879
New +$665K 0.01% 303

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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

HB Wealth Management's FLRN Position: Q3 2022 in Review

HB Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2022, closing a stake of 21,879 shares — an estimated $659K sold.

HB Wealth Management first reported a position in FLRN in Q2 2022 and held it in 1 quarter. The position peaked at $659K in Q2 2022. 338 funds tracked by Wall St. Rank hold FLRN as of Q3 2022.

  • HB Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2022 after selling out during the quarter.
  • HB Wealth Management sold 21,879 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2022, an estimated $659K.
  • HB Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and held it in 1 quarter.
  • HB Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $659K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2022.

Based on HB Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.