Independent Advisor Alliance’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+7,818
| New | +$241K | 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 | – | 530 |
|
|
2019
Q4 | $648K | Buy |
+21,086
| New | +$648K | 0.03% | 474 |
|
|
2017
Q2 | – | Sell |
-47,723
| Closed | -$1.47M | – | 277 |
|
|
2017
Q1 | $1.47M | Buy |
+47,723
| New | +$1.47M | 0.23% | 127 |
|