IWM
PBND

IHT Wealth Management’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

IHT Wealth Management’s Portfolio PBND Stock Details PBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-157,178
Closed -$3.5M – 1032
2023
Q1 		$3.5M Sell
157,178
-13,137
-8% -$291K 0.2% 110
2022
Q4 		$3.71M Buy
170,315
+16,244
+11% +$353K 0.23% 99
2022
Q3 		$3.33M Buy
+154,071
New +$3.5M 0.25% 87

IHT Wealth Management's PBND Position: Q2 2023 in Review

IHT Wealth Management sold out of Invesco PureBeta US Aggregate Bond ETF (PBND) in Q2 2023, closing a stake of 157,178 shares — an estimated $3.5M sold.

IHT Wealth Management first reported a position in PBND in Q3 2022 and held it in 3 quarters. The position peaked at $3.71M in Q4 2022. 0 funds tracked by Wall St. Rank hold PBND as of Q2 2023.

  • IHT Wealth Management reported no remaining Invesco PureBeta US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • IHT Wealth Management sold 157,178 Invesco PureBeta US Aggregate Bond ETF shares in Q2 2023, an estimated $3.5M.
  • IHT Wealth Management first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q3 2022 and held it in 3 quarters.
  • IHT Wealth Management's Invesco PureBeta US Aggregate Bond ETF position peaked at $3.71M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.