Integrated Investment Consultants’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Integrated Investment Consultants’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	$484K	Hold	15,697	–	–	0.1%	148
2026 Q1	$483K	Hold	15,697	–	–	0.1%	131
2025 Q4	$482K	Hold	15,697	–	–	0.09%	143
2025 Q3	$484K	Buy	+15,697	New	+$483K	0.08%	148

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 22.9% 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

Integrated Investment Consultants's FLRN Position: Q2 2026 in Review

Integrated Investment Consultants held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2026 at 15,697 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #148.

Integrated Investment Consultants first reported a position in FLRN in Q3 2025 and has held it in 4 quarters since. The position peaked at $484K in Q3 2025. 363 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Integrated Investment Consultants held 15,697 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $484K as of Q2 2026.
Integrated Investment Consultants left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.1% of Integrated Investment Consultants's portfolio in Q2 2026, its #148 holding.
Integrated Investment Consultants first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2025 and has held it in 4 quarters since.
Integrated Investment Consultants's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $484K in Q3 2025.
363 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.