IWP
FLTR icon

IAG Wealth Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History

IAG Wealth Partners’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
2023
Q3 		– Sell
-6,517
Closed -$165K – 457
2023
Q2 		$165K Buy
+6,517
New +$163K 0.04% 95

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IAG Wealth Partners's FLTR Position: Q3 2023 in Review

IAG Wealth Partners sold out of VanEck IG Floating Rate ETF (FLTR) in Q3 2023, closing a stake of 6,517 shares — an estimated $165K sold.

IAG Wealth Partners first reported a position in FLTR in Q2 2023 and held it in 1 quarter. The position peaked at $165K in Q2 2023. 161 funds tracked by Wall St. Rank hold FLTR as of Q3 2023.

  • IAG Wealth Partners reported no remaining VanEck IG Floating Rate ETF position as of Q3 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 6,517 VanEck IG Floating Rate ETF shares in Q3 2023, an estimated $165K.
  • IAG Wealth Partners first reported a position in VanEck IG Floating Rate ETF in Q2 2023 and held it in 1 quarter.
  • IAG Wealth Partners's VanEck IG Floating Rate ETF position peaked at $165K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.