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 Q2	–	Sell	-7,786	Closed	-$240K	–	1235
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 $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Independent Advisor Alliance's FLRN Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026, closing a stake of 7,786 shares — an estimated $240K sold.

Independent Advisor Alliance first reported a position in FLRN in Q1 2017 and held it in 5 quarters. The position peaked at $1.47M in Q1 2017. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 7,786 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $240K.
Independent Advisor Alliance first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2017 and held it in 5 quarters.
Independent Advisor Alliance's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.47M in Q1 2017.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.