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IWM
IHT Wealth Management’s
Invesco Total Return Bond ETF
GTO
Stock Holding History
IHT Wealth Management’s Portfolio
GTO Stock Details
GTO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.7M
Buy
143,115
+5,801
+4%
+$275K
0.16%
132
2025
Q4
$6.51M
Buy
137,314
+1,329
+1%
+$63.3K
0.16%
130
2025
Q3
$6.46M
Buy
135,985
+5,214
+4%
+$245K
0.16%
121
2025
Q2
$6.13M
Buy
130,771
+18,311
+16%
+$848K
0.17%
121
2025
Q1
$5.28M
Buy
112,460
+38,801
+53%
+$1.81M
0.16%
125
2024
Q4
$3.42M
Buy
73,659
+7,594
+11%
+$358K
0.11%
183
2024
Q3
$3.19M
Buy
66,065
+9,230
+16%
+$440K
0.09%
225
2024
Q2
$2.63M
Buy
56,835
+12,875
+29%
+$595K
0.1%
207
2024
Q1
$2.06M
Buy
+43,960
New
+$2.05M
0.08%
244
2018
Q2
–
Sell
-32
Closed
-$2K
–
808
2018
Q1
$2K
Hold
32
–
–
﹤0.01%
1500
2017
Q4
$2K
Buy
+32
New
+$1.69K
﹤0.01%
1487
Other funds holding GTO
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San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
BC
Brio Consultants
San Francisco, California
$818M AUM
13.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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