IFG Advisory’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

IFG Advisory’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	$292K	Sell	9,457 -770	-8%	-$23.7K	0.01%	771
2026 Q2	$316K	Buy	+10,227	New	+$315K	0.01%	731
2026 Q1	–	Sell	-11,238	Closed	-$345K	–	505
2025 Q4	$345K	Hold	11,238	–	–	0.02%	600
2025 Q3	$347K	Sell	11,238 -1,137	-9%	-$35K	0.02%	594
2025 Q2	$382K	Sell	12,375 -861	-7%	-$26.4K	0.02%	534
2025 Q1	$408K	Buy	13,236 +1,568	+13%	+$48.3K	0.02%	477
2024 Q4	$359K	Buy	+11,668	New	+$359K	0.02%	494
2024 Q3	–	Sell	-9,743	Closed	-$301K	–	462
2024 Q2	$301K	Buy	+9,743	New	+$300K	0.02%	514

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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 Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

IFG Advisory's FLRN Position: Q3 2026 in Review

IFG Advisory reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 7.5% in Q3 2026, selling an estimated $23.7K and leaving 9,457 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #771.

IFG Advisory first reported a position in FLRN in Q2 2024 and has held it in 8 quarters since. The position peaked at $408K in Q1 2025. 232 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

IFG Advisory held 9,457 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $292K as of Q3 2026.
IFG Advisory sold 770 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $23.7K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #771 holding.
IFG Advisory first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2024 and has held it in 8 quarters since.
IFG Advisory's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $408K in Q1 2025.
232 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.