ShoreHaven Wealth Partners’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
Sell
-9,581
Closed -$245K 99
2025
Q1
$245K Sell
9,581
-18,592
-66% -$475K 0.12% 82
2024
Q4
$717K Buy
28,173
+16,348
+138% +$416K 0.34% 49
2024
Q3
$301K Buy
+11,825
New +$301K 0.15% 73