IHT Wealth Management’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.2M | Sell |
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2025
Q1 | $36.7M | Buy |
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2024
Q4 | $8.24M | Buy |
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2024
Q3 | $5.41M | Sell |
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2024
Q2 | $5.53M | Buy |
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2024
Q1 | $2.6M | Buy |
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2023
Q4 | $1.58M | Sell |
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2023
Q3 | $1.66M | Buy |
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2023
Q2 | $1.4M | Buy |
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2023
Q1 | $258K | Buy |
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2019
Q1 | – | Sell |
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2018
Q4 | $519K | Sell |
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2018
Q3 | $825K | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $1K | Hold |
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2017
Q4 | $1K | Hold |
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2017
Q3 | $1K | Hold |
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2017
Q2 | $34 | Hold |
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2017
Q1 | $1K | Buy |
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