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 Q3	$387K	Buy	12,544 +3,180	+34%	+$97.9K	0.18%	125
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

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Riverbend Wealth Management's FLRN Position: Q3 2026 in Review

Riverbend Wealth Management increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 34% in Q3 2026, buying an estimated $97.9K and bringing the position to 12,544 shares worth $387K. The position accounts for 0.18% of the portfolio, ranked #125.

Riverbend Wealth Management first reported a position in FLRN in Q4 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Riverbend Wealth Management held 12,544 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $387K as of Q3 2026.
Riverbend Wealth Management bought 3,180 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $97.9K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.18% of Riverbend Wealth Management's portfolio in Q3 2026, its #125 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 4 quarters since.
184 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.