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 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 $45.6B AUM 18.83% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Quest 10 Wealth Builders's FLRN Position: Q1 2026 in Review

Quest 10 Wealth Builders held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q1 2026 at 1,349 shares worth $41.5K. The position accounts for 0.04% of the portfolio, ranked #230.

Quest 10 Wealth Builders first reported a position in FLRN in Q4 2024 and has held it in 6 quarters since. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Quest 10 Wealth Builders held 1,349 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $41.5K as of Q1 2026.
Quest 10 Wealth Builders left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.04% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #230 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 6 quarters since.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.