LWM
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Liberty Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Liberty Wealth 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
Q1 		$742K Buy
24,093
+10,949
+83% +$337K 0.09% 115
2025
Q4 		$404K Buy
13,144
+3,704
+39% +$114K 0.05% 158
2025
Q3 		$291K Buy
9,440
+116
+1% +$3.57K 0.04% 183
2025
Q2 		$287K Sell
9,324
-8,356
-47% -$256K 0.05% 172
2025
Q1 		$545K Buy
17,680
+4,091
+30% +$126K 0.1% 86
2024
Q4 		$418K Buy
+13,589
New +$418K 0.07% 132
2024
Q3 		– Sell
-96,003
Closed -$96K – 228
2024
Q2 		$96K Buy
+96,003
New +$2.96M 0.02% 205
2023
Q3 		– Sell
-15,190
Closed -$466K – 181
2023
Q2 		$466K Buy
15,190
+4,571
+43% +$140K 0.12% 99
2023
Q1 		$323K Buy
+10,619
New +$324K 0.07% 164

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return