IHT Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

IHT Wealth Management’s Portfolio DIAL Stock Details DIAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,426	Closed	-$303K	–	1103
2024 Q3	$303K	Buy	+16,426	New	+$298K	0.01%	909
2024 Q2	–	Sell	-11,318	Closed	-$201K	–	1034
2024 Q1	$201K	Sell	11,318 -3,260	-22%	-$57.8K	0.01%	947
2023 Q4	$263K	Sell	14,578 -1,486	-9%	-$25.4K	0.01%	815
2023 Q3	$270K	Sell	16,064 -1,182	-7%	-$20.5K	0.01%	771
2023 Q2	$304K	Buy	17,246 +685	+4%	+$12.1K	0.02%	723
2023 Q1	$296K	Sell	16,561 -2,937	-15%	-$51.9K	0.02%	712
2022 Q4	$337K	Sell	19,498 -1,330	-6%	-$22.8K	0.02%	609
2022 Q3	$348K	Buy	+20,828	New	+$372K	0.03%	568

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IHT Wealth Management's DIAL Position: Q4 2024 in Review

IHT Wealth Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2024, closing a stake of 16,426 shares — an estimated $303K sold.

IHT Wealth Management first reported a position in DIAL in Q3 2022 and held it in 8 quarters. The position peaked at $348K in Q3 2022. 53 funds tracked by Wall St. Rank hold DIAL as of Q4 2024.

IHT Wealth Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2024 after selling out during the quarter.
IHT Wealth Management sold 16,426 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2024, an estimated $303K.
IHT Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2022 and held it in 8 quarters.
IHT Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $348K in Q3 2022.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.