IWM
WBIH

IHT Wealth Management’s WBI BullBear Global High Income ETF WBIH Stock Holding History

IHT Wealth Management’s Portfolio WBIH Stock Details WBIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,879
Closed -$304K – 554
2018
Q4 		$304K Buy
+13,879
New +$315K 0.06% 329

Other funds holding WBIH

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IHT Wealth Management's WBIH Position: Q1 2019 in Review

IHT Wealth Management sold out of WBI BullBear Global High Income ETF (WBIH) in Q1 2019, closing a stake of 13,879 shares — an estimated $304K sold.

IHT Wealth Management first reported a position in WBIH in Q4 2018 and held it in 1 quarter. The position peaked at $304K in Q4 2018. 15 funds tracked by Wall St. Rank hold WBIH as of Q1 2019.

  • IHT Wealth Management reported no remaining WBI BullBear Global High Income ETF position as of Q1 2019 after selling out during the quarter.
  • IHT Wealth Management sold 13,879 WBI BullBear Global High Income ETF shares in Q1 2019, an estimated $304K.
  • IHT Wealth Management first reported a position in WBI BullBear Global High Income ETF in Q4 2018 and held it in 1 quarter.
  • IHT Wealth Management's WBI BullBear Global High Income ETF position peaked at $304K in Q4 2018.
  • 15 funds tracked by Wall St. Rank held WBI BullBear Global High Income ETF as of Q1 2019.

Based on IHT Wealth Management's 13F filing for Q1 2019, filed 16 May 2019.