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

YHB Investment 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 		$1.07M Hold
34,552
– – 0.07% 171
2026
Q1 		$1.06M Sell
34,552
-448
-1% -$13.8K 0.08% 160
2025
Q4 		$1.08M Sell
35,000
-820
-2% -$25.2K 0.07% 157
2025
Q3 		$1.11M Sell
35,820
-2,065
-5% -$63.6K 0.08% 152
2025
Q2 		$1.17M Sell
37,885
-550
-1% -$16.9K 0.09% 152
2025
Q1 		$1.18M Sell
38,435
-920
-2% -$28.3K 0.1% 144
2024
Q4 		$1.21M Buy
39,355
+49
+0.1% +$1.51K 0.1% 143
2024
Q3 		$1.21M Sell
39,306
-895
-2% -$27.5K 0.1% 142
2024
Q2 		$1.24M Sell
40,201
-35
-0.1% -$1.08K 0.11% 140
2024
Q1 		$1.24M Sell
40,236
-95
-0.2% -$2.92K 0.11% 140
2023
Q4 		$1.23M Hold
40,331
– – 0.12% 134
2023
Q3 		$1.24M Sell
40,331
-2,185
-5% -$66.9K 0.11% 135
2023
Q2 		$1.3M Sell
42,516
-1,840
-4% -$56.2K 0.12% 138
2023
Q1 		$1.35M Sell
44,356
-4,215
-9% -$128K 0.14% 132
2022
Q4 		$1.48M Sell
48,571
-4,418
-8% -$134K 0.16% 122
2022
Q3 		$1.61M Buy
52,989
+15,890
+43% +$482K 0.18% 116
2022
Q2 		$1.12M Buy
+37,099
New +$1.13M 0.12% 135

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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

YHB Investment Advisors's FLRN Position: Q2 2026 in Review

YHB Investment Advisors held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2026 at 34,552 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #171.

YHB Investment Advisors first reported a position in FLRN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.61M in Q3 2022. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • YHB Investment Advisors held 34,552 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.07M as of Q2 2026.
  • YHB Investment Advisors left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #171 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and has held it in 17 quarters since.
  • YHB Investment Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.61M in Q3 2022.
  • 361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.