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

Triad Wealth Partners’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	-14,426	Closed	-$444K	–	571
2026 Q1	$444K	Sell	14,426 -9,807	-40%	-$302K	0.04%	299
2025 Q4	$745K	Buy	+24,233	New	+$746K	0.07%	191
2024 Q3	–	Sell	-128	Closed	-$3.95K	–	348
2024 Q2	$3.95K	Buy	+128	New	+$3.94K	﹤0.01%	623

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

Triad Wealth Partners's FLRN Position: Q2 2026 in Review

Triad Wealth Partners sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026, closing a stake of 14,426 shares — an estimated $444K sold.

Triad Wealth Partners first reported a position in FLRN in Q2 2024 and held it in 3 quarters. The position peaked at $745K in Q4 2025. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Triad Wealth Partners reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 14,426 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $444K.
Triad Wealth Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $745K in Q4 2025.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.