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Stonebridge Financial Planning Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Stonebridge Financial Planning Group’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,633
Closed -$297K – 160
2024
Q2 		$297K Buy
11,633
+1,020
+10% +$26K 0.15% 138
2024
Q1 		$271K Buy
10,613
+808
+8% +$20.6K 0.14% 134
2023
Q4 		$247K Buy
+9,805
New +$247K 0.14% 130