IHT Wealth Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,963	Closed	-$221K	–	1010
2023 Q1	$221K	Sell	10,963 -911	-8%	-$18.7K	0.01%	813
2022 Q4	$239K	Sell	11,874 -949	-7%	-$19.2K	0.02%	751
2022 Q3	$252K	Buy	12,823 +282	+2%	+$5.95K	0.02%	683
2022 Q2	$270K	Sell	12,541 -354	-3%	-$8.07K	0.02%	560
2022 Q1	$313K	Buy	12,895 +1,893	+17%	+$48.6K	0.02%	556
2021 Q4	$296K	Sell	11,002 -4,592	-29%	-$124K	0.02%	619
2021 Q3	$423K	Buy	15,594 +1,105	+8%	+$30.6K	0.03%	479
2021 Q2	$402K	Buy	14,489 +2,030	+16%	+$55.8K	0.03%	607
2021 Q1	$340K	Buy	12,459 +3,309	+36%	+$90.8K	0.02%	590
2020 Q4	$252K	Buy	+9,150	New	+$247K	0.02%	618

Other funds holding PTBD

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

IHT Wealth Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2023, closing a stake of 10,963 shares — an estimated $221K sold.

IHT Wealth Management first reported a position in PTBD in Q4 2020 and held it in 10 quarters. The position peaked at $423K in Q3 2021. 62 funds tracked by Wall St. Rank hold PTBD as of Q2 2023.

IHT Wealth Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 10,963 Pacer Trendpilot US Bond ETF shares in Q2 2023, an estimated $221K.
IHT Wealth Management first reported a position in Pacer Trendpilot US Bond ETF in Q4 2020 and held it in 10 quarters.
IHT Wealth Management's Pacer Trendpilot US Bond ETF position peaked at $423K in Q3 2021.
62 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2023.

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