IW
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IronOak Wealth’s VanEck IG Floating Rate ETF FLTR Stock Holding History

IronOak Wealth’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 		$271K Buy
+10,648
New +$271K 0.3% 59

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IronOak Wealth's FLTR Position: Q4 2024 in Review

IronOak Wealth opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q4 2024: 10,648 shares worth $271K. The stake represents 0.3% of the portfolio and ranks #59 among its holdings.

218 funds tracked by Wall St. Rank hold FLTR as of Q4 2024.

  • IronOak Wealth held 10,648 shares of VanEck IG Floating Rate ETF worth $271K as of Q4 2024.
  • VanEck IG Floating Rate ETF was a new IronOak Wealth position in Q4 2024.
  • VanEck IG Floating Rate ETF made up 0.3% of IronOak Wealth's portfolio in Q4 2024, its #59 holding.
  • 218 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.