IHT Wealth Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,183
Closed -$298K 1019
2023
Q2
$298K Buy
11,183
+43
+0.4% +$1.17K 0.02% 731
2023
Q1
$307K Sell
11,140
-734
-6% -$20.4K 0.02% 691
2022
Q4
$327K Buy
11,874
+731
+7% +$20.5K 0.02% 619
2022
Q3
$289K Buy
11,143
+502
+5% +$14.1K 0.02% 639
2022
Q2
$298K Buy
+10,641
New +$324K 0.03% 531
2018
Q2
Sell
-2,941
Closed -$76K 1141
2018
Q1
$76K Buy
+2,941
New +$77.6K 0.02% 558
2017
Q3
Sell
-1,320
Closed -$11 1520
2017
Q2
$11 Buy
1,320
+163
+14% +$3.96K 0.01% 955
2017
Q1
$40K Buy
1,157
+1,087
+1,553% +$26.8K 0.03% 472
2016
Q4
$2K Buy
+70
New +$1.7K ﹤0.01% 1050

Other funds holding RLY

IHT Wealth Management's RLY Position: Q3 2023 in Review

IHT Wealth Management sold out of State Street Multi-Asset Real Return ETF (RLY) in Q3 2023, closing a stake of 11,183 shares — an estimated $298K sold.

IHT Wealth Management first reported a position in RLY in Q4 2016 and held it in 9 quarters. The position peaked at $327K in Q4 2022. 95 funds tracked by Wall St. Rank hold RLY as of Q3 2023.

  • IHT Wealth Management reported no remaining State Street Multi-Asset Real Return ETF position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 11,183 State Street Multi-Asset Real Return ETF shares in Q3 2023, an estimated $298K.
  • IHT Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q4 2016 and held it in 9 quarters.
  • IHT Wealth Management's State Street Multi-Asset Real Return ETF position peaked at $327K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.