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

Impact Partnership Wealth’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
2023
Q3 		– Sell
-216
Closed -$6.63K – 1075
2023
Q2 		$6.63K Buy
+216
New +$6.59K ﹤0.01% 461

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Impact Partnership Wealth's FLRN Position: Q3 2023 in Review

Impact Partnership Wealth sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2023, closing a stake of 216 shares — an estimated $6.63K sold.

Impact Partnership Wealth first reported a position in FLRN in Q2 2023 and held it in 1 quarter. The position peaked at $6.63K in Q2 2023. 314 funds tracked by Wall St. Rank hold FLRN as of Q3 2023.

  • Impact Partnership Wealth reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 216 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2023, an estimated $6.63K.
  • Impact Partnership Wealth first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $6.63K in Q2 2023.
  • 314 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.