Number of Shares
410,546.00
Current Holdings Value*
$12.66 Mil
% of Portfolio
3.57%
Total Estimate Gain
$-7,571.63
% of Total Estimate Gain
-0.06%

Whitcomb & Hess, Inc.'s SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary

As of 2025-06-30, Whitcomb & Hess, Inc. held 410,546.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $12.66 Mil. This investment constitutes 3.57% of their stock portfolio, and Whitcomb & Hess, Inc. now holds 0.46% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.

The initial trade took place in 2024Q2. And since then Whitcomb & Hess, Inc. has made 4 purchases of FLRN, at an average price of $30.78, for a total of 420,043.00 shares. In addition, there have been 1 sales at an average price of $30.76 for 9,497.00 shares. Based on historical transaction data and FLRN's current price of $30.76, Whitcomb & Hess, Inc.'s estimated gain on his FLRN holdings is $-7,571.63, reflecting a -0.06% gain to date.

Whitcomb & Hess, Inc. FLRN ($30.76) Holding Chart

Whitcomb & Hess, Inc. FLRN ($30.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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