WA
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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

WBH Advisory's FLTR Position: Q2 2026 in Review

WBH Advisory increased its VanEck IG Floating Rate ETF (FLTR) stake by 91% in Q2 2026, buying an estimated $364K and bringing the position to 29,921 shares worth $766K. The position accounts for 0.05% of the portfolio, ranked #201.

WBH Advisory first reported a position in FLTR in Q1 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • WBH Advisory held 29,921 shares of VanEck IG Floating Rate ETF worth $766K as of Q2 2026.
  • WBH Advisory bought 14,261 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $364K.
  • VanEck IG Floating Rate ETF made up 0.05% of WBH Advisory's portfolio in Q2 2026, its #201 holding.
  • WBH Advisory first reported a position in VanEck IG Floating Rate ETF in Q1 2026 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.