IHT Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,102
Closed -$246K 1331
2025
Q4
$246K Buy
6,102
+950
+18% +$38.5K 0.01% 1042
2025
Q3
$209K Buy
+5,152
New +$207K 0.01% 1106
2025
Q2
Sell
-8,987
Closed -$362K 1199
2025
Q1
$362K Sell
8,987
-669
-7% -$26.6K 0.01% 788
2024
Q4
$380K Buy
9,656
+630
+7% +$25.3K 0.01% 779
2024
Q3
$374K Buy
9,026
+1,504
+20% +$61.4K 0.01% 823
2024
Q2
$299K Sell
7,522
-81
-1% -$3.19K 0.01% 799
2024
Q1
$304K Buy
+7,603
New +$303K 0.01% 799
2022
Q2
Sell
-4,585
Closed -$205K 803
2022
Q1
$205K Sell
4,585
-604
-12% -$27.8K 0.02% 707
2021
Q4
$246K Buy
5,189
+19
+0.4% +$907 0.02% 683
2021
Q3
$250K Sell
5,170
-5,032
-49% -$244K 0.02% 659
2021
Q2
$494K Sell
10,202
-1,670
-14% -$80.8K 0.03% 536
2021
Q1
$572K Sell
11,872
-774
-6% -$37.8K 0.04% 411
2020
Q4
$623K Sell
12,646
-1,757
-12% -$86.7K 0.05% 345
2020
Q3
$710K Sell
14,403
-1,611
-10% -$79.9K 0.07% 262
2020
Q2
$793K Buy
16,014
+4,310
+37% +$211K 0.11% 211
2020
Q1
$561K Sell
11,704
-1,253
-10% -$61.5K 0.08% 269
2019
Q4
$635K Sell
12,957
-793
-6% -$38.9K 0.08% 282
2019
Q3
$677K Buy
+13,750
New +$676K 0.09% 257
2019
Q2
Sell
-4,376
Closed -$212K 565
2019
Q1
$212K Buy
+4,376
New +$209K 0.04% 448
2018
Q4
Sell
-6,060
Closed -$286K 515
2018
Q3
$286K Buy
6,060
+279
+5% +$13.2K 0.06% 336
2018
Q2
$275K Buy
5,781
+1,527
+36% +$72.5K 0.07% 325
2018
Q1
$204K Buy
4,254
+899
+27% +$43.1K 0.05% 341
2017
Q4
$163K Buy
3,355
+2,864
+583% +$140K 0.04% 388
2017
Q3
$24K Hold
491
0.01% 721
2017
Q2
$2K Hold
491
﹤0.01% 1246
2017
Q1
$24K Hold
491
0.02% 614
2016
Q4
$24K Buy
+491
New +$24.2K 0.02% 576

Other funds holding TOTL

IHT Wealth Management's TOTL Position: Q1 2026 in Review

IHT Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2026, closing a stake of 6,102 shares — an estimated $246K sold.

IHT Wealth Management first reported a position in TOTL in Q4 2016 and held it in 27 quarters. The position peaked at $793K in Q2 2020. 361 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • IHT Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 6,102 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $246K.
  • IHT Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2016 and held it in 27 quarters.
  • IHT Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $793K in Q2 2020.
  • 361 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.