Wipfli Financial Advisors’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$9K Buy
+310
New +$9K ﹤0.01% 1878
2021
Q3
Sell
-7,933
Closed -$243K 43
2021
Q2
$243K Sell
7,933
-15,636
-66% -$479K 0.03% 39
2021
Q1
$722K Buy
23,569
+3,497
+17% +$107K 0.39% 14
2020
Q4
$614K Buy
+20,072
New +$614K 0.37% 18