IHT Wealth Management’s State Street Income Allocation ETF INKM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$263K Buy
7,660
+835
+12% +$28.7K 0.01% 1062
2026
Q1
$229K Buy
6,825
+57
+0.8% +$1.94K 0.01% 1127
2025
Q4
$223K Buy
6,768
+281
+4% +$9.34K 0.01% 1083
2025
Q3
$215K Buy
+6,487
New +$213K 0.01% 1090
2018
Q2
Sell
-2,315
Closed -$76K 880
2018
Q1
$76K Buy
+2,315
New +$77.1K 0.02% 556

Other funds holding INKM

IHT Wealth Management's INKM Position: Q2 2026 in Review

IHT Wealth Management increased its State Street Income Allocation ETF (INKM) stake by 12% in Q2 2026, buying an estimated $28.7K and bringing the position to 7,660 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1062.

IHT Wealth Management first reported a position in INKM in Q1 2018 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold INKM as of Q2 2026.

  • IHT Wealth Management held 7,660 shares of State Street Income Allocation ETF worth $263K as of Q2 2026.
  • IHT Wealth Management bought 835 State Street Income Allocation ETF shares in Q2 2026, an estimated $28.7K.
  • State Street Income Allocation ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1062 holding.
  • IHT Wealth Management first reported a position in State Street Income Allocation ETF in Q1 2018 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.