Milestone Asset Management’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$32.6M	Buy	1,057,565 +217,572	+26%	+$6.71M	6.89%	4
2025 Q1	$25.9M	Buy	839,993 +760,338	+955%	+$23.4M	5.51%	5
2024 Q4	$2.45M	Buy	+79,655	New	+$2.45M	0.54%	48