Montis Financial’s VanEck IG Floating Rate ETF FLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Buy |
196,008
+1,793
| +0.9% | +$45.7K | 1.39% | 19 |
|
|
2025
Q1 | $4.96M | Buy |
194,215
+53,286
| +38% | +$1.36M | 1.46% | 20 |
|
|
2024
Q4 | $3.59M | Sell |
140,929
-2,797
| -2% | -$71.2K | 1.11% | 20 |
|
|
2024
Q3 | $3.66M | Buy |
143,726
+54,529
| +61% | +$1.39M | 1.3% | 17 |
|
|
2024
Q2 | $2.28M | Buy |
89,197
+17,397
| +24% | +$444K | 1.04% | 18 |
|
|
2024
Q1 | $1.83M | Buy |
71,800
+7,044
| +11% | +$180K | 0.87% | 15 |
|
|
2023
Q4 | $1.63M | Buy |
+64,756
| New | +$1.63M | 0.97% | 15 |
|