YIA
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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

CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return