IFG Advisory’s VanEck IG Floating Rate ETF FLTR Stock Holding History

IFG Advisory’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 Q2	$13.2K	Buy	+515	New	+$13.1K	﹤0.01%	1764
2024 Q4	–	Sell	-37,414	Closed	-$953K	–	675
2024 Q3	$953K	Sell	37,414 -3,708	-9%	-$94.2K	0.06%	277
2024 Q2	$1.05M	Sell	41,122 -2,169	-5%	-$55.2K	0.07%	272
2024 Q1	$1.1M	Buy	43,291 +3,614	+9%	+$91.6K	0.08%	242
2023 Q4	$998K	Buy	39,677 +663	+2%	+$16.7K	0.07%	246
2023 Q3	$987K	Buy	39,014 +689	+2%	+$17.4K	0.08%	230
2023 Q2	$968K	Buy	38,325 +3,152	+9%	+$79K	0.09%	222
2023 Q1	$878K	Buy	+35,173	New	+$882K	0.08%	229

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

IFG Advisory's FLTR Position: Q2 2026 in Review

IFG Advisory opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q2 2026: 515 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #1764 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FLTR as recently as Q3 2024.

IFG Advisory first reported a position in FLTR in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.1M in Q1 2024. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

IFG Advisory held 515 shares of VanEck IG Floating Rate ETF worth $13.2K as of Q2 2026.
VanEck IG Floating Rate ETF was a new IFG Advisory position in Q2 2026.
VanEck IG Floating Rate ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1764 holding.
IFG Advisory first reported a position in VanEck IG Floating Rate ETF in Q1 2023 and has held it in 8 quarters since.
IFG Advisory's VanEck IG Floating Rate ETF position peaked at $1.1M in Q1 2024.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.