YHB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
37,885
-550
| -1% | -$17K | 0.09% | 152 |
|
|
2025
Q1 | $1.18M | Sell |
38,435
-920
| -2% | -$28.4K | 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% | -$27.6K | 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% | -$2.93K | 0.11% | 140 |
|
|
2023
Q4 | $1.23M | Hold |
40,331
| – | – | 0.12% | 134 |
|
|
2023
Q3 | $1.24M | Sell |
40,331
-2,185
| -5% | -$67.1K | 0.11% | 135 |
|
|
2023
Q2 | $1.3M | Sell |
42,516
-1,840
| -4% | -$56.5K | 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 | +$1.12M | 0.12% | 135 |
|