Koshinski Asset Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Koshinski Asset Management’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	$442K	Buy	14,341 +1,460	+11%	+$44.9K	0.02%	499
2026 Q1	$396K	Buy	12,881 +365	+3%	+$11.2K	0.02%	495
2025 Q4	$385K	Buy	12,516 +1,642	+15%	+$50.5K	0.02%	493
2025 Q3	$336K	Buy	10,874 +2,731	+34%	+$84.1K	0.02%	530
2025 Q2	$251K	Buy	8,143 +1,469	+22%	+$45.1K	0.02%	587
2025 Q1	$206K	Buy	+6,674	New	+$206K	0.02%	601
2023 Q1	–	Sell	-7,235	Closed	-$220K	–	576
2022 Q4	$220K	Buy	7,235 +2	+0%	+$61	0.02%	546
2022 Q3	$219K	Buy	7,233 +16	+0.2%	+$485	0.03%	478
2022 Q2	$217K	Buy	7,217 +5	+0.1%	+$152	0.02%	534
2022 Q1	$220K	Sell	7,212 -130	-2%	-$3.97K	0.02%	564
2021 Q4	$225K	Sell	7,342 -4,760	-39%	-$146K	0.02%	587
2021 Q3	$371K	Buy	12,102 +3,443	+40%	+$105K	0.03%	453
2021 Q2	$265K	Sell	8,659 -115,902	-93%	-$3.55M	0.03%	467
2021 Q1	$3.82M	Buy	124,561 +202	+0.2%	+$6.19K	0.4%	58
2020 Q4	$3.8M	Sell	124,359 -233	-0.2%	-$7.13K	0.48%	40
2020 Q3	$3.81M	Buy	124,592 +971	+0.8%	+$29.7K	0.51%	37
2020 Q2	$3.77M	Buy	+123,621	New	+$3.73M	0.61%	35
2019 Q1	–	Sell	-8,030	Closed	-$244K	–	422
2018 Q4	$244K	Buy	+8,030	New	+$246K	0.06%	336

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 22.96% 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

Koshinski Asset Management's FLRN Position: Q2 2026 in Review

Koshinski Asset Management increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 11% in Q2 2026, buying an estimated $44.9K and bringing the position to 14,341 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #499.

Koshinski Asset Management first reported a position in FLRN in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.82M in Q1 2021. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Koshinski Asset Management held 14,341 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $442K as of Q2 2026.
Koshinski Asset Management bought 1,460 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $44.9K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #499 holding.
Koshinski Asset Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and has held it in 18 quarters since.
Koshinski Asset Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $3.82M in Q1 2021.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.