Quest 10 Wealth Builders’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Quest 10 Wealth Builders’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	$16.9K	Sell	549 -800	-59%	-$24.6K	0.01%	367
2026 Q1	$41.5K	Hold	1,349	–	–	0.04%	230
2025 Q4	$41.5K	Buy	1,349 +1,337	+11,142%	+$41.1K	0.04%	212
2025 Q3	$376	Hold	12	–	–	﹤0.01%	803
2025 Q2	$376	Hold	12	–	–	﹤0.01%	701
2025 Q1	$376	Hold	12	–	–	﹤0.01%	681
2024 Q4	$375	Buy	+12	New	+$369	﹤0.01%	681

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Quest 10 Wealth Builders's FLRN Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 59% in Q2 2026, selling an estimated $24.6K and leaving 549 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #367.

Quest 10 Wealth Builders first reported a position in FLRN in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.5K in Q1 2026. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Quest 10 Wealth Builders held 549 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $16.9K as of Q2 2026.
Quest 10 Wealth Builders sold 800 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $24.6K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #367 holding.
Quest 10 Wealth Builders first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $41.5K in Q1 2026.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.