Portland Financial Advisors’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
$1.25M Buy
40,431
+1,225
+3% +$37.8K 2.99% 8
2025
Q1
$1.21M Buy
39,206
+3,600
+10% +$111K 3.09% 8
2024
Q4
$1.09M Buy
+35,606
New +$1.09M 2.94% 9