Rialto Wealth 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
$80.5K Sell
2,611
-344
-12% -$10.6K 0.02% 220
2025
Q1
$91.1K Sell
2,955
-4,540
-61% -$140K 0.03% 197
2024
Q4
$230K Buy
+7,495
New +$230K 0.08% 143