MW
FLRN icon

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

MBL Wealth’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 		– Sell
-8,747
Closed -$269K – 340
2025
Q4 		$269K Buy
+8,747
New +$269K 0.02% 249

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

MBL Wealth's FLRN Position: Q1 2026 in Review

MBL Wealth sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026, closing a stake of 8,747 shares — an estimated $269K sold.

MBL Wealth first reported a position in FLRN in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 353 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • MBL Wealth reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
  • MBL Wealth sold 8,747 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $269K.
  • MBL Wealth first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and held it in 1 quarter.
  • MBL Wealth's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $269K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on MBL Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.