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

Riverbend 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
2026
Q2 		$289K Buy
9,364
+266
+3% +$8.19K 0.15% 153
2026
Q1 		$280K Buy
9,098
+911
+11% +$28K 0.16% 136
2025
Q4 		$252K Buy
+8,187
New +$252K 0.16% 140

Other funds holding FLRN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

Riverbend Wealth Management's FLRN Position: Q2 2026 in Review

Riverbend Wealth Management increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 2.9% in Q2 2026, buying an estimated $8.19K and bringing the position to 9,364 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #153.

Riverbend Wealth Management first reported a position in FLRN in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Riverbend Wealth Management held 9,364 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $289K as of Q2 2026.
  • Riverbend Wealth Management bought 266 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $8.19K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.15% of Riverbend Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Riverbend Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.