IHT Wealth Management
SMB icon

IHT Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

IHT Wealth Management’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-60
Closed -$15K – 1527
2017
Q2 		$15K Sell
60
-200
-77% -$3.5K 0.01% 857
2017
Q1 		$5K Buy
260
+60
+30% +$1.04K ﹤0.01% 961
2016
Q4 		$3K Buy
+200
New +$3.48K ﹤0.01% 995

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

IHT Wealth Management's SMB Position: Q3 2017 in Review

IHT Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q3 2017, closing a stake of 60 shares — an estimated $15K sold.

IHT Wealth Management first reported a position in SMB in Q4 2016 and held it in 3 quarters. The position peaked at $15K in Q2 2017. 57 funds tracked by Wall St. Rank hold SMB as of Q3 2017.

  • IHT Wealth Management reported no remaining VanEck Short Muni ETF position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 60 VanEck Short Muni ETF shares in Q3 2017, an estimated $15K.
  • IHT Wealth Management first reported a position in VanEck Short Muni ETF in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's VanEck Short Muni ETF position peaked at $15K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.