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

Peterson 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
2021 Q2	–	Sell	-14,924	Closed	-$457K	–	63
2021 Q1	$457K	Buy	14,924 +2,452	+20%	+$75.1K	0.39%	40
2020 Q4	$382K	Sell	12,472 -934	-7%	-$28.6K	0.31%	39
2020 Q3	$410K	Sell	13,406 -55,403	-81%	-$1.69M	0.36%	37
2020 Q2	$2.1M	Sell	68,809 -15,029	-18%	-$454K	2.08%	19
2020 Q1	$2.46M	Sell	83,838 -1,391	-2%	-$42K	3%	13
2019 Q4	$2.62M	Buy	+85,229	New	+$2.62M	2.38%	17

Other funds holding FLRN

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peterson Wealth Management's FLRN Position: Q2 2021 in Review

Peterson Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2021, closing a stake of 14,924 shares — an estimated $457K sold.

Peterson Wealth Management first reported a position in FLRN in Q4 2019 and held it in 6 quarters. The position peaked at $2.62M in Q4 2019. 286 funds tracked by Wall St. Rank hold FLRN as of Q2 2021.

Peterson Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2021 after selling out during the quarter.
Peterson Wealth Management sold 14,924 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2021, an estimated $457K.
Peterson Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2019 and held it in 6 quarters.
Peterson Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $2.62M in Q4 2019.
286 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2021.

Based on Peterson Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.