Integrity Advisory Solutions’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Integrity Advisory Solutions’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	–	Sell	-24,681	Closed	-$758K	–	297
2025 Q4	$758K	Buy	24,681 +4,310	+21%	+$133K	0.11%	101
2025 Q3	$629K	Buy	+20,371	New	+$627K	0.1%	104

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

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

NYLIM

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

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

CFMC

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

Integrity Advisory Solutions's FLRN Position: Q1 2026 in Review

Integrity Advisory Solutions sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026, closing a stake of 24,681 shares — an estimated $758K sold.

Integrity Advisory Solutions first reported a position in FLRN in Q3 2025 and held it in 2 quarters. The position peaked at $758K in Q4 2025. 353 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Integrity Advisory Solutions reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
Integrity Advisory Solutions sold 24,681 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $758K.
Integrity Advisory Solutions first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2025 and held it in 2 quarters.
Integrity Advisory Solutions's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $758K in Q4 2025.
353 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Integrity Advisory Solutions's 13F filing for Q1 2026, filed 11 May 2026.