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

Robertson Stephens Wealth Management’s Portfolio FLTR Stock Details FLTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.7M Sell
184,373
-134,349
-42% -$3.43M 0.15% 107
2025
Q1 		$8.14M Sell
318,722
-240,113
-43% -$6.13M 0.28% 67
2024
Q4 		$14.2M Sell
558,835
-4,594
-0.8% -$117K 0.5% 39
2024
Q3 		$14.4M Buy
+563,429
New +$14.4M 0.52% 41