BAWC
FLTR icon

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
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return