Kovitz Investment Group Partners
FLRN icon

Kovitz Investment Group Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Kovitz Investment Group Partners’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 		$6.8M Buy
221,059
+2,116
+1% +$65.1K 0.16% 119
2025
Q4 		$6.73M Sell
218,943
-133,620
-38% -$4.11M 0.15% 123
2025
Q3 		$10.9M Buy
352,563
+9,144
+3% +$282K 0.04% 314
2025
Q2 		$10.6M Buy
343,419
+35,812
+12% +$1.1M 0.05% 298
2025
Q1 		$9.48M Buy
307,607
+342
+0.1% +$10.5K 0.05% 280
2024
Q4 		$9.44M Buy
307,265
+2,664
+0.9% +$81.9K 0.05% 280
2024
Q3 		$9.4M Buy
304,601
+3,937
+1% +$121K 0.07% 239
2024
Q2 		$9.28M Buy
300,664
+186,133
+163% +$5.73M 0.08% 186
2024
Q1 		$3.53M Buy
+114,531
New +$3.52M 0.04% 242

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BCMIO
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NYLIM
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Bank of America
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CFMC
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