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Marshall Financial Group (Maryland)’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$664K Sell
26,109
-2,447
-9% -$62.3K 0.13% 172
2025
Q1 		$730K Sell
28,556
-1,973
-6% -$50.4K 0.16% 149
2024
Q4 		$777K Buy
30,529
+147
+0.5% +$3.74K 0.19% 134
2024
Q3 		$774K Buy
+30,382
New +$774K 0.18% 139