Independent Advisor Alliance’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Independent Advisor Alliance’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	$240K	Buy	+7,786	New	+$240K	﹤0.01%	1428
2025 Q3	–	Sell	-7,818	Closed	-$241K	–	959
2025 Q2	$241K	Buy	+7,818	New	+$240K	0.01%	782
2025 Q1	–	Sell	-12,103	Closed	-$372K	–	980
2024 Q4	$372K	Buy	+12,103	New	+$372K	﹤0.01%	1052
2020 Q1	–	Sell	-21,086	Closed	-$648K	–	542
2019 Q4	$648K	Buy	+21,086	New	+$648K	0.03%	474
2017 Q2	–	Sell	-47,723	Closed	-$1.47M	–	279
2017 Q1	$1.47M	Buy	+47,723	New	+$1.46M	0.23%	127

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Independent Advisor Alliance's FLRN Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026: 7,786 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FLRN as recently as Q2 2025.

Independent Advisor Alliance first reported a position in FLRN in Q1 2017 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2017. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Independent Advisor Alliance held 7,786 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $240K as of Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Independent Advisor Alliance position in Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1428 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2017 and has held it in 5 quarters since.
Independent Advisor Alliance's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.47M in Q1 2017.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.