IHWM
Iron Horse Wealth Management’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
6,900
-248
| -3% | -$7.65K | 0.06% | 55 |
|
|
2025
Q1 | $220K | Sell |
7,148
-700
| -9% | -$21.6K | 0.07% | 52 |
|
|
2024
Q4 | $241K | Sell |
7,848
-47
| -0.6% | -$1.44K | 0.08% | 45 |
|
|
2024
Q3 | $244K | Sell |
7,895
-1,512
| -16% | -$46.6K | 0.08% | 41 |
|
|
2024
Q2 | $290K | Sell |
9,407
-159
| -2% | -$4.91K | 0.11% | 30 |
|
|
2024
Q1 | $295K | Sell |
9,566
-14,020
| -59% | -$432K | 0.12% | 30 |
|
|
2023
Q4 | $721K | Sell |
23,586
-6,520
| -22% | -$199K | 0.32% | 19 |
|
|
2023
Q3 | $925K | Sell |
30,106
-17,521
| -37% | -$538K | 0.45% | 17 |
|
|
2023
Q2 | $1.46M | Sell |
47,627
-427,189
| -90% | -$13.1M | 0.72% | 16 |
|
|
2023
Q1 | $14.4M | Buy |
474,816
+23,713
| +5% | +$722K | 7.22% | 4 |
|
|
2022
Q4 | $13.7M | Buy |
451,103
+281,881
| +167% | +$8.57M | 7.4% | 3 |
|
|
2022
Q3 | $5.13M | Sell |
169,222
-265,248
| -61% | -$8.04M | 7.4% | 4 |
|
|
2022
Q2 | $13.1M | Buy |
434,470
+30,191
| +7% | +$909K | 7.45% | 3 |
|
|
2022
Q1 | $12.3M | Buy |
404,279
+402,948
| +30,274% | +$12.3M | 6.76% | 4 |
|
|
2021
Q4 | $41K | Buy |
1,331
+1,021
| +329% | +$31.5K | 0.02% | 75 |
|
|
2021
Q3 | $10K | Sell |
310
-12
| -4% | -$387 | 0.01% | 109 |
|
|
2021
Q2 | $10K | Sell |
322
-7
| -2% | -$217 | 0.01% | 115 |
|
|
2021
Q1 | $10K | Sell |
329
-295
| -47% | -$8.97K | 0.01% | 107 |
|
|
2020
Q4 | $19K | Buy |
+624
| New | +$19K | 0.02% | 92 |
|