GWMIA
TBND

Global Wealth Management Investment Advisory’s Collaborative Investment Series Trust Tactical Income ETF TBND Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio TBND Stock Details TBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-227
Closed -$5K – 675
2020
Q2 		$5K Buy
+227
New +$5.17K ﹤0.01% 438

Other funds holding TBND

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's TBND Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Collaborative Investment Series Trust Tactical Income ETF (TBND) in Q3 2020, closing a stake of 227 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in TBND in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 4 funds tracked by Wall St. Rank hold TBND as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Collaborative Investment Series Trust Tactical Income ETF position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 227 Collaborative Investment Series Trust Tactical Income ETF shares in Q3 2020, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Collaborative Investment Series Trust Tactical Income ETF in Q2 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Collaborative Investment Series Trust Tactical Income ETF position peaked at $5K in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Collaborative Investment Series Trust Tactical Income ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.