IWM
IHT Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
342,235
-111,401
| -25% | -$5.64M | 0.48% | 40 |
|
|
2025
Q1 | $23M | Buy |
453,636
+412,229
| +996% | +$20.9M | 0.72% | 24 |
|
|
2024
Q4 | $2.08M | Buy |
41,407
+16,280
| +65% | +$820K | 0.07% | 267 |
|
|
2024
Q3 | $1.28M | Sell |
25,127
-13,645
| -35% | -$694K | 0.04% | 435 |
|
|
2024
Q2 | $1.96M | Buy |
38,772
+18,192
| +88% | +$919K | 0.07% | 261 |
|
|
2024
Q1 | $1.04M | Buy |
20,580
+16,465
| +400% | +$832K | 0.04% | 413 |
|
|
2023
Q4 | $207K | Sell |
4,115
-2,492
| -38% | -$125K | 0.01% | 894 |
|
|
2023
Q3 | $332K | Buy |
6,607
+436
| +7% | +$21.9K | 0.02% | 692 |
|
|
2023
Q2 | $310K | Buy |
6,171
+71
| +1% | +$3.56K | 0.02% | 712 |
|
|
2023
Q1 | $306K | Buy |
+6,100
| New | +$306K | 0.02% | 695 |
|