IWM
IHT Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
130,771
+18,311
| +16% | +$859K | 0.17% | 121 |
|
|
2025
Q1 | $5.28M | Buy |
112,460
+38,801
| +53% | +$1.82M | 0.16% | 125 |
|
|
2024
Q4 | $3.42M | Buy |
73,659
+7,594
| +11% | +$352K | 0.11% | 183 |
|
|
2024
Q3 | $3.19M | Buy |
66,065
+9,230
| +16% | +$446K | 0.09% | 225 |
|
|
2024
Q2 | $2.63M | Buy |
56,835
+12,875
| +29% | +$597K | 0.1% | 207 |
|
|
2024
Q1 | $2.06M | Buy |
+43,960
| New | +$2.06M | 0.08% | 244 |
|
|
2018
Q2 | – | Sell |
-32
| Closed | -$2K | – | 808 |
|
|
2018
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 1500 |
|
|
2017
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1487 |
|