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

RMR 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	–	Sell	-11,273	Closed	-$346K	–	282
2025 Q4	$346K	Sell	11,273 -818	-7%	-$25.2K	0.03%	215
2025 Q3	$373K	Buy	12,091 +3,966	+49%	+$122K	0.03%	208
2025 Q2	$250K	Hold	8,125	–	–	0.02%	250
2025 Q1	$250K	Sell	8,125 -1,530	-16%	-$47.1K	0.03%	227
2024 Q4	$297K	Sell	9,655 -5,124	-35%	-$158K	0.03%	211
2024 Q3	$456K	Hold	14,779	–	–	0.05%	163
2024 Q2	$456K	Buy	14,779 +2,908	+24%	+$89.5K	0.05%	157
2024 Q1	$366K	Buy	+11,871	New	+$365K	0.04%	185

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

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

NYLIM

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

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

CFMC

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

RMR Wealth Builders's FLRN Position: Q1 2026 in Review

RMR Wealth Builders sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026, closing a stake of 11,273 shares — an estimated $346K sold.

RMR Wealth Builders first reported a position in FLRN in Q1 2024 and held it in 8 quarters. The position peaked at $456K in Q3 2024. 353 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

RMR Wealth Builders reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
RMR Wealth Builders sold 11,273 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $346K.
RMR Wealth Builders first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2024 and held it in 8 quarters.
RMR Wealth Builders's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $456K in Q3 2024.
353 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.