WBH Advisory
FLTR icon

WBH Advisory’s VanEck IG Floating Rate ETF FLTR Stock Holding History

WBH Advisory’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
2026
Q3 		$1.01M Buy
39,391
+9,470
+32% +$242K 0.07% 176
2026
Q2 		$766K Buy
29,921
+14,261
+91% +$364K 0.05% 201
2026
Q1 		$397K Buy
+15,660
New +$400K 0.03% 263

Other funds holding FLTR

Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fusion Capital
Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

WBH Advisory's FLTR Position: Q3 2026 in Review

WBH Advisory increased its VanEck IG Floating Rate ETF (FLTR) stake by 32% in Q3 2026, buying an estimated $242K and bringing the position to 39,391 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #176.

WBH Advisory first reported a position in FLTR in Q1 2026 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold FLTR as of Q3 2026.

  • WBH Advisory held 39,391 shares of VanEck IG Floating Rate ETF worth $1.01M as of Q3 2026.
  • WBH Advisory bought 9,470 VanEck IG Floating Rate ETF shares in Q3 2026, an estimated $242K.
  • VanEck IG Floating Rate ETF made up 0.07% of WBH Advisory's portfolio in Q3 2026, its #176 holding.
  • WBH Advisory first reported a position in VanEck IG Floating Rate ETF in Q1 2026 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.