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

SHP 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	–	Sell	-1,100	Closed	-$33.9K	–	2019
2026 Q1	$33.9K	Hold	1,100	–	–	﹤0.01%	588
2025 Q4	$33.8K	Buy	+1,100	New	+$33.9K	﹤0.01%	573

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

NYLIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

SHP Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026, closing a stake of 1,100 shares — an estimated $33.9K sold.

SHP Wealth Management first reported a position in FLRN in Q4 2025 and held it in 2 quarters. The position peaked at $33.9K in Q1 2026. 363 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

SHP Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 1,100 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $33.9K.
SHP Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and held it in 2 quarters.
SHP Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $33.9K in Q1 2026.
363 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.