BOLTON SECURITIES CORPORATION’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

BOLTON SECURITIES CORPORATION’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	$25K	Buy	+812	New	+$25K	﹤0.01%	1401
2025 Q3	$25.1K	Buy	+812	New	+$25K	﹤0.01%	1334
2025 Q1	$25K	Buy	+812	New	+$25K	﹤0.01%	1230

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FLRN Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026: 812 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1401 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FLRN as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in FLRN in Q1 2025 and has held it in 3 quarters since. The position peaked at $25.1K in Q3 2025. 358 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

BOLTON SECURITIES CORPORATION held 812 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $25K as of Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1401 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $25.1K in Q3 2025.
358 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.