IWM
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IHT Wealth Management’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

IHT Wealth Management’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-268
Closed -$7K – 1356
2018
Q1 		$7K Hold
268
– – ﹤0.01% 1278
2017
Q4 		$7K Buy
+268
New +$6.71K ﹤0.01% 1278

Other funds holding VSHY

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IHT Wealth Management's VSHY Position: Q2 2018 in Review

IHT Wealth Management sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q2 2018, closing a stake of 268 shares — an estimated $7K sold.

IHT Wealth Management first reported a position in VSHY in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 15 funds tracked by Wall St. Rank hold VSHY as of Q2 2018.

  • IHT Wealth Management reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 268 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q2 2018, an estimated $7K.
  • IHT Wealth Management first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $7K in Q1 2018.
  • 15 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.