Boyce & Associates Wealth Consulting’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Boyce & Associates Wealth Consulting’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
2026 Q2	$339K	Buy	13,223 +640	+5%	+$16.3K	0.23%	60
2026 Q1	$321K	Buy	12,583 +1,087	+9%	+$27.7K	0.24%	61
2025 Q4	$293K	Sell	11,496 -14	-0.1%	-$357	0.25%	57
2025 Q3	$294K	Buy	11,510 +351	+3%	+$8.95K	0.24%	57
2025 Q2	$285K	Sell	11,159 -243	-2%	-$6.16K	0.26%	57
2025 Q1	$291K	Buy	11,402 +225	+2%	+$5.74K	0.29%	54
2024 Q4	$284K	Buy	11,177 +818	+8%	+$20.8K	0.29%	55
2024 Q3	$264K	Buy	10,359 +245	+2%	+$6.22K	0.27%	58
2024 Q2	$258K	Buy	10,114 +1,672	+20%	+$42.5K	0.3%	57
2024 Q1	$215K	Buy	+8,442	New	+$214K	0.28%	55

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FLTR Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its VanEck IG Floating Rate ETF (FLTR) stake by 5.1% in Q2 2026, buying an estimated $16.3K and bringing the position to 13,223 shares worth $339K. The position accounts for 0.23% of the portfolio, ranked #60.

Boyce & Associates Wealth Consulting first reported a position in FLTR in Q1 2024 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Boyce & Associates Wealth Consulting held 13,223 shares of VanEck IG Floating Rate ETF worth $339K as of Q2 2026.
Boyce & Associates Wealth Consulting bought 640 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $16.3K.
VanEck IG Floating Rate ETF made up 0.23% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #60 holding.
Boyce & Associates Wealth Consulting first reported a position in VanEck IG Floating Rate ETF in Q1 2024 and has held it in 10 quarters since.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.