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
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

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

IFG Advisory's FLTR Position: Q4 2024 in Review

IFG Advisory sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2024, closing a stake of 37,414 shares — an estimated $953K sold.

IFG Advisory first reported a position in FLTR in Q1 2023 and held it in 7 quarters. The position peaked at $1.1M in Q1 2024. 216 funds tracked by Wall St. Rank hold FLTR as of Q4 2024.

IFG Advisory reported no remaining VanEck IG Floating Rate ETF position as of Q4 2024 after selling out during the quarter.
IFG Advisory sold 37,414 VanEck IG Floating Rate ETF shares in Q4 2024, an estimated $953K.
IFG Advisory first reported a position in VanEck IG Floating Rate ETF in Q1 2023 and held it in 7 quarters.
IFG Advisory's VanEck IG Floating Rate ETF position peaked at $1.1M in Q1 2024.
216 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2024.

Based on IFG Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.