WT
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Washington Trust’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Washington Trust’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
Q2 		– Sell
-1,960
Closed -$50.1K – 417
2025
Q1 		$50.1K Buy
+1,960
New +$50K ﹤0.01% 408

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Washington Trust's FLTR Position: Q2 2025 in Review

Washington Trust sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2025, closing a stake of 1,960 shares — an estimated $50.1K sold.

Washington Trust first reported a position in FLTR in Q1 2025 and held it in 1 quarter. The position peaked at $50.1K in Q1 2025. 224 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

  • Washington Trust reported no remaining VanEck IG Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 1,960 VanEck IG Floating Rate ETF shares in Q2 2025, an estimated $50.1K.
  • Washington Trust first reported a position in VanEck IG Floating Rate ETF in Q1 2025 and held it in 1 quarter.
  • Washington Trust's VanEck IG Floating Rate ETF position peaked at $50.1K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.