Sax Wealth Advisors’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
$234K Hold
7,579
0.01% 383
2025
Q1
$234K Buy
+7,579
New +$234K 0.02% 332