IHWM
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Iron Horse Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Iron Horse Wealth Management’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 		$76.5K Hold
3,000
– – 0.02% 110
2025
Q1 		$76.7K Buy
3,000
+2,500
+500% +$63.8K 0.02% 92
2024
Q4 		$12.7K Buy
+500
New +$12.7K ﹤0.01% 216

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Iron Horse Wealth Management's FLTR Position: Q2 2025 in Review

Iron Horse Wealth Management held its VanEck IG Floating Rate ETF (FLTR) position steady in Q2 2025 at 3,000 shares worth $76.5K. The position accounts for 0.02% of the portfolio, ranked #110.

Iron Horse Wealth Management first reported a position in FLTR in Q4 2024 and has held it in 3 quarters since. The position peaked at $76.7K in Q1 2025. 222 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

  • Iron Horse Wealth Management held 3,000 shares of VanEck IG Floating Rate ETF worth $76.5K as of Q2 2025.
  • Iron Horse Wealth Management left its VanEck IG Floating Rate ETF share count unchanged in Q2 2025.
  • VanEck IG Floating Rate ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #110 holding.
  • Iron Horse Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and has held it in 3 quarters since.
  • Iron Horse Wealth Management's VanEck IG Floating Rate ETF position peaked at $76.7K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.