Perigon Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Perigon 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 Q3	$1.01M	Sell
2025 Q2	$1.14M	Sell
2025 Q1	$1.25M	Sell
2024 Q4	$1.88M	Sell
2024 Q3	$2.19M	Sell
2024 Q2	$2.62M	Sell
2024 Q1	$3.34M	Sell
2023 Q4	$3.32M	Buy
2023 Q3	$706K	Buy
2023 Q2	$204K	Buy