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

JNBA Financial Advisors’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
2021 Q2	–	Sell	-109	Closed	-$3K	–	693
2021 Q1	$3K	Buy	109 +35	+47%	+$1.07K	﹤0.01%	569
2020 Q4	$2K	Hold	74	–	–	﹤0.01%	555
2020 Q3	$2K	Hold	74	–	–	﹤0.01%	513
2020 Q2	$2K	Buy	74 +1	+1%	+$30	﹤0.01%	506
2020 Q1	$2K	Hold	73	–	–	﹤0.01%	497
2019 Q4	$2K	Hold	73	–	–	﹤0.01%	556
2019 Q3	$2K	Buy	73 +1	+1%	+$31	﹤0.01%	541
2019 Q2	$2K	Buy	72 +1	+1%	+$31	﹤0.01%	595
2019 Q1	$2K	Hold	71	–	–	﹤0.01%	500
2018 Q4	$2K	Sell	71 -1,819	-96%	-$55.7K	﹤0.01%	478
2018 Q3	$58K	Buy	1,890 +1,855	+5,300%	+$57K	0.03%	215
2018 Q2	$1K	Hold	35	–	–	﹤0.01%	513
2018 Q1	$1K	Buy	+35	New	+$1.08K	﹤0.01%	482

Other funds holding FLRN

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JNBA Financial Advisors's FLRN Position: Q2 2021 in Review

JNBA Financial Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2021, closing a stake of 109 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in FLRN in Q1 2018 and held it in 13 quarters. The position peaked at $58K in Q3 2018. 286 funds tracked by Wall St. Rank hold FLRN as of Q2 2021.

JNBA Financial Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2021 after selling out during the quarter.
JNBA Financial Advisors sold 109 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2021, an estimated $3K.
JNBA Financial Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2018 and held it in 13 quarters.
JNBA Financial Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $58K in Q3 2018.
286 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2021.

Based on JNBA Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.