Y.D. More Investments’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Y.D. More Investments’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 Q4	–	Sell	-1,086	Closed	-$27.8K	–	494
2025 Q3	$27.8K	Hold	1,086	–	–	﹤0.01%	327
2025 Q2	$27.7K	Hold	1,086	–	–	﹤0.01%	336
2025 Q1	$27.7K	Hold	1,086	–	–	﹤0.01%	342
2024 Q4	$27.6K	Hold	1,086	–	–	﹤0.01%	325
2024 Q3	$27.7K	Hold	1,086	–	–	﹤0.01%	318
2024 Q2	$27.7K	Hold	1,086	–	–	﹤0.01%	329
2024 Q1	$27.7K	Hold	1,086	–	–	﹤0.01%	273
2023 Q4	$27.3K	Hold	1,086	–	–	0.01%	284
2023 Q3	$27.5K	Hold	1,086	–	–	0.01%	274
2023 Q2	$27.4K	Hold	1,086	–	–	0.01%	253
2023 Q1	$27.1K	Hold	1,086	–	–	0.01%	258
2022 Q4	$27K	Buy	+1,086	New	+$27K	0.01%	295

Other funds holding FLTR

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Y.D. More Investments's FLTR Position: Q4 2025 in Review

Y.D. More Investments sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2025, closing a stake of 1,086 shares — an estimated $27.8K sold.

Y.D. More Investments first reported a position in FLTR in Q4 2022 and held it in 12 quarters. The position peaked at $27.8K in Q3 2025. 242 funds tracked by Wall St. Rank hold FLTR as of Q4 2025.

Y.D. More Investments reported no remaining VanEck IG Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
Y.D. More Investments sold 1,086 VanEck IG Floating Rate ETF shares in Q4 2025, an estimated $27.8K.
Y.D. More Investments first reported a position in VanEck IG Floating Rate ETF in Q4 2022 and held it in 12 quarters.
Y.D. More Investments's VanEck IG Floating Rate ETF position peaked at $27.8K in Q3 2025.
242 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2025.

Based on Y.D. More Investments's 13F filing for Q4 2025, filed 21 Jan 2026.