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 Q3	$271K	Sell	10,607 -2,616	-20%	-$66.9K	0.16%	69
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

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YAIA

Yanni & Associates Investment Advisors Wexford, Pennsylvania $109M AUM 13.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FLTR Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting reduced its VanEck IG Floating Rate ETF (FLTR) stake by 20% in Q3 2026, selling an estimated $66.9K and leaving 10,607 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #69.

Boyce & Associates Wealth Consulting first reported a position in FLTR in Q1 2024 and has held it in 11 quarters since. The position peaked at $339K in Q2 2026. 26 funds tracked by Wall St. Rank hold FLTR as of Q3 2026.

Boyce & Associates Wealth Consulting held 10,607 shares of VanEck IG Floating Rate ETF worth $271K as of Q3 2026.
Boyce & Associates Wealth Consulting sold 2,616 VanEck IG Floating Rate ETF shares in Q3 2026, an estimated $66.9K.
VanEck IG Floating Rate ETF made up 0.16% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #69 holding.
Boyce & Associates Wealth Consulting first reported a position in VanEck IG Floating Rate ETF in Q1 2024 and has held it in 11 quarters since.
Boyce & Associates Wealth Consulting's VanEck IG Floating Rate ETF position peaked at $339K in Q2 2026.
26 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.