Litman Gregory Wealth Management’s iMGP DBi Hedge Strategy ETF DBEH Stock Holding History

Litman Gregory Wealth Management’s Portfolio DBEH Stock Details DBEH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-68,015	Closed	-$1.84M	–	143
2024 Q2	$1.84M	Buy	68,015 +11,500	+20%	+$312K	0.16%	55
2024 Q1	$1.54M	Hold	56,515	–	–	0.14%	61
2023 Q4	$1.5M	Sell	56,515 -21,000	-27%	-$559K	0.14%	59
2023 Q3	$2.04M	Hold	77,515	–	–	0.21%	53
2023 Q2	$2.07M	Buy	+77,515	New	+$2.02M	0.26%	33
2023 Q1	–	Sell	-62,515	Closed	-$1.6M	–	110
2022 Q4	$1.6M	Buy	62,515 +4,785	+8%	+$125K	0.22%	35
2022 Q3	$1.48M	Buy	57,730 +19,200	+50%	+$509K	0.24%	32
2022 Q2	$999K	Buy	+38,530	New	+$1.03M	0.15%	49

Litman Gregory Wealth Management's DBEH Position: Q3 2024 in Review

Litman Gregory Wealth Management sold out of iMGP DBi Hedge Strategy ETF (DBEH) in Q3 2024, closing a stake of 68,015 shares — an estimated $1.84M sold.

Litman Gregory Wealth Management first reported a position in DBEH in Q2 2022 and held it in 8 quarters. The position peaked at $2.07M in Q2 2023. 0 funds tracked by Wall St. Rank hold DBEH as of Q3 2024.

Litman Gregory Wealth Management reported no remaining iMGP DBi Hedge Strategy ETF position as of Q3 2024 after selling out during the quarter.
Litman Gregory Wealth Management sold 68,015 iMGP DBi Hedge Strategy ETF shares in Q3 2024, an estimated $1.84M.
Litman Gregory Wealth Management first reported a position in iMGP DBi Hedge Strategy ETF in Q2 2022 and held it in 8 quarters.
Litman Gregory Wealth Management's iMGP DBi Hedge Strategy ETF position peaked at $2.07M in Q2 2023.
0 funds tracked by Wall St. Rank held iMGP DBi Hedge Strategy ETF as of Q3 2024.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.