Tranquilli Financial Advisor’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Tranquilli Financial Advisor’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	$1.34M	Sell	43,454 -32,847	-43%	-$1.01M	0.72%	41
2026 Q1	$2.35M	Buy	+76,301	New	+$2.35M	1.37%	23

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 22.96% 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

Tranquilli Financial Advisor's FLRN Position: Q2 2026 in Review

Tranquilli Financial Advisor reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 43% in Q2 2026, selling an estimated $1.01M and leaving 43,454 shares worth $1.34M. The position accounts for 0.72% of the portfolio, ranked #41.

Tranquilli Financial Advisor first reported a position in FLRN in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.35M in Q1 2026. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Tranquilli Financial Advisor held 43,454 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.34M as of Q2 2026.
Tranquilli Financial Advisor sold 32,847 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.72% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #41 holding.
Tranquilli Financial Advisor first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2026 and has held it in 2 quarters since.
Tranquilli Financial Advisor's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $2.35M in Q1 2026.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.