BFS
FLTR icon

Bickling Financial Services’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Bickling Financial Services’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$253K Buy
10,175
+99
+1% +$2.46K 0.16% 101
2022
Q3 		$251K Buy
+10,076
New +$250K 0.17% 95

Other funds holding FLTR

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

Bickling Financial Services's FLTR Position: Q4 2022 in Review

Bickling Financial Services increased its VanEck IG Floating Rate ETF (FLTR) stake by 0.98% in Q4 2022, buying an estimated $2.46K and bringing the position to 10,175 shares worth $253K. The position accounts for 0.16% of the portfolio, ranked #101.

Bickling Financial Services first reported a position in FLTR in Q3 2022 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold FLTR as of Q4 2022.

  • Bickling Financial Services held 10,175 shares of VanEck IG Floating Rate ETF worth $253K as of Q4 2022.
  • Bickling Financial Services bought 99 VanEck IG Floating Rate ETF shares in Q4 2022, an estimated $2.46K.
  • VanEck IG Floating Rate ETF made up 0.16% of Bickling Financial Services's portfolio in Q4 2022, its #101 holding.
  • Bickling Financial Services first reported a position in VanEck IG Floating Rate ETF in Q3 2022 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.