Twin Peaks Wealth Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Twin Peaks Wealth Advisors’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	$2.09K	Buy	+68	New	+$2.09K	﹤0.01%	1699
2025 Q3	–	Sell	-68	Closed	-$2.09K	–	860
2025 Q2	$2.09K	Buy	+68	New	+$2.09K	﹤0.01%	1611

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Twin Peaks Wealth Advisors's FLRN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026: 68 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #1699 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FLRN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FLRN in Q2 2025 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Twin Peaks Wealth Advisors held 68 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $2.09K as of Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1699 holding.
Twin Peaks Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2025 and has held it in 2 quarters since.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.