CIG
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CHB Investment Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

CHB Investment Group’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
2025
Q2 		$316K Sell
12,391
-377
-3% -$9.56K 0.16% 61
2025
Q1 		$326K Sell
12,768
-31
-0.2% -$791 0.17% 64
2024
Q4 		$326K Buy
12,799
+3,793
+42% +$96.6K 0.18% 65
2024
Q3 		$229K Buy
+9,006
New +$229K 0.12% 73

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CHB Investment Group's FLTR Position: Q2 2025 in Review

CHB Investment Group reduced its VanEck IG Floating Rate ETF (FLTR) stake by 3% in Q2 2025, selling an estimated $9.56K and leaving 12,391 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #61.

CHB Investment Group first reported a position in FLTR in Q3 2024 and has held it in 4 quarters since. The position peaked at $326K in Q1 2025. 224 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

  • CHB Investment Group held 12,391 shares of VanEck IG Floating Rate ETF worth $316K as of Q2 2025.
  • CHB Investment Group sold 377 VanEck IG Floating Rate ETF shares in Q2 2025, an estimated $9.56K.
  • VanEck IG Floating Rate ETF made up 0.16% of CHB Investment Group's portfolio in Q2 2025, its #61 holding.
  • CHB Investment Group first reported a position in VanEck IG Floating Rate ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's VanEck IG Floating Rate ETF position peaked at $326K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.