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Root Financial Partners’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Root Financial Partners’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$481K Sell
15,595
-673
-4% -$20.7K 0.05% 124
2025
Q1 		$501K Hold
16,268
– – 0.05% 115
2024
Q4 		$500K Buy
+16,268
New +$500K 0.06% 114