Harbor Asset Planning’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Harbor Asset Planning’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	$1.78M	Buy	69,864 +23,907	+52%	+$610K	1.5%	19
2025 Q4	$1.17M	Buy	45,957 +12,495	+37%	+$319K	1%	30
2025 Q3	$856K	Buy	33,462 +5,587	+20%	+$142K	0.77%	36
2025 Q2	$711K	Buy	+27,875	New	+$707K	0.68%	38

Other funds holding FLTR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return

Harbor Asset Planning's FLTR Position: Q1 2026 in Review

Harbor Asset Planning increased its VanEck IG Floating Rate ETF (FLTR) stake by 52% in Q1 2026, buying an estimated $610K and bringing the position to 69,864 shares worth $1.78M. The position accounts for 1.5% of the portfolio, ranked #19.

Harbor Asset Planning first reported a position in FLTR in Q2 2025 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold FLTR as of Q1 2026.

Harbor Asset Planning held 69,864 shares of VanEck IG Floating Rate ETF worth $1.78M as of Q1 2026.
Harbor Asset Planning bought 23,907 VanEck IG Floating Rate ETF shares in Q1 2026, an estimated $610K.
VanEck IG Floating Rate ETF made up 1.5% of Harbor Asset Planning's portfolio in Q1 2026, its #19 holding.
Harbor Asset Planning first reported a position in VanEck IG Floating Rate ETF in Q2 2025 and has held it in 4 quarters since.
248 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.