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IRON Financial’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

IRON Financial’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
2020
Q3 		– Sell
-6,793
Closed -$207K – 108
2020
Q2 		$207K Sell
6,793
-579
-8% -$17.5K 0.11% 101
2020
Q1 		$217K Sell
7,372
-5,007
-40% -$151K 0.14% 91
2019
Q4 		$380K Buy
+12,379
New +$380K 0.18% 79

Other funds holding FLRN

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IRON Financial's FLRN Position: Q3 2020 in Review

IRON Financial sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2020, closing a stake of 6,793 shares — an estimated $207K sold.

IRON Financial first reported a position in FLRN in Q4 2019 and held it in 3 quarters. The position peaked at $380K in Q4 2019. 262 funds tracked by Wall St. Rank hold FLRN as of Q3 2020.

  • IRON Financial reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2020 after selling out during the quarter.
  • IRON Financial sold 6,793 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2020, an estimated $207K.
  • IRON Financial first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2019 and held it in 3 quarters.
  • IRON Financial's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $380K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2020.

Based on IRON Financial's 13F filing for Q3 2020, filed 9 Nov 2020.