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

MBM Wealth Consultants’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 		– Sell
-172
Closed -$5.3K – 215
2026
Q1 		$5.3K Buy
+172
New +$5.29K ﹤0.01% 265
2024
Q3 		– Sell
-279,620
Closed -$8.6M – 108
2024
Q2 		$8.6M Sell
279,620
-9,566
-3% -$294K 2.93% 9
2024
Q1 		$8.92M Buy
289,186
+20,267
+8% +$623K 3.14% 9
2023
Q4 		$8.27M Buy
268,919
+48,999
+22% +$1.5M 3.09% 9
2023
Q3 		$6.74M Buy
219,920
+20,971
+11% +$642K 2.93% 9
2023
Q2 		$6.08M Sell
198,949
-141,781
-42% -$4.33M 2.6% 11
2023
Q1 		$8.72M Hold
340,730
– – 3.56% 10
2022
Q4 		$10.4M Sell
340,730
-69,941
-17% -$2.12M 4.79% 6
2022
Q3 		$12.4M Buy
410,671
+26,510
+7% +$804K 6% 5
2022
Q2 		$11.6M Buy
+384,161
New +$11.7M 5.66% 5
2021
Q2 		– Sell
-6,400
Closed -$196K – 268
2021
Q1 		$196K Sell
6,400
-2,576
-29% -$78.9K 0.1% 88
2020
Q4 		$275K Sell
8,976
-318,873
-97% -$9.75M 0.15% 78
2020
Q3 		$10M Buy
327,849
+26,042
+9% +$796K 6.4% 4
2020
Q2 		$9.2M Buy
301,807
+12,898
+4% +$389K 6.49% 3
2020
Q1 		$8.49M Buy
288,909
+45,469
+19% +$1.37M 7.03% 2
2019
Q4 		$7.48M Buy
243,440
+16,224
+7% +$499K 5.55% 5
2019
Q3 		$6.99M Buy
227,216
+26,818
+13% +$823K 5.49% 5
2019
Q2 		$6.15M Buy
200,398
+27,739
+16% +$851K 5.11% 5
2019
Q1 		$5.3M Buy
172,659
+169,434
+5,254% +$5.18M 4.65% 4
2018
Q4 		$98K Buy
+3,225
New +$98.7K 0.1% 99

Other funds holding FLRN

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
PFT
Providence First Trust Scottsdale, Arizona $358M AUM 30.69% 1-Year Est. Return

MBM Wealth Consultants's FLRN Position: Q2 2026 in Review

MBM Wealth Consultants sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026, closing a stake of 172 shares — an estimated $5.3K sold.

MBM Wealth Consultants first reported a position in FLRN in Q4 2018 and held it in 20 quarters. The position peaked at $12.4M in Q3 2022. 156 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • MBM Wealth Consultants reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 172 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $5.3K.
  • MBM Wealth Consultants first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and held it in 20 quarters.
  • MBM Wealth Consultants's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $12.4M in Q3 2022.
  • 156 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.