Virginia Estate & Retirement Planning Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Virginia Estate & Retirement Planning 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 Q2	$204K	Sell	2,229 -47	-2%	-$1.45K	0.25%	21
2026 Q1	$209K	Buy	+2,276	New	+$70K	0.36%	12

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

Virginia Estate & Retirement Planning Advisors's FLRN Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 2.1% in Q2 2026, selling an estimated $1.45K and leaving 2,229 shares worth $204K. The position accounts for 0.25% of the portfolio, ranked #21.

Virginia Estate & Retirement Planning Advisors first reported a position in FLRN in Q1 2026 and has held it in 2 quarters since. The position peaked at $209K in Q1 2026. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 2,229 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $204K as of Q2 2026.
Virginia Estate & Retirement Planning Advisors sold 47 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $1.45K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.25% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #21 holding.
Virginia Estate & Retirement Planning Advisors 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.
Virginia Estate & Retirement Planning Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $209K 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 Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.