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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
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Triad Wealth Partners's FLRN Position: Q1 2026 in Review

Triad Wealth Partners reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 40% in Q1 2026, selling an estimated $302K and leaving 14,426 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #299.

Triad Wealth Partners first reported a position in FLRN in Q2 2024 and has held it in 3 quarters since. The position peaked at $745K in Q4 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Triad Wealth Partners held 14,426 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $444K as of Q1 2026.
  • Triad Wealth Partners sold 9,807 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $302K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #299 holding.
  • Triad Wealth Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $745K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.