Iht Wealth Management, LLC Sells in Q2 2025

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
-535K
- 44.92%
$30.29 - $30.83 $16.2M - $16.5M
656K $20.2M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-281K
- 63.56%
$44.64 - $47.48 $12.5M - $13.3M
161K $7.65M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-243K
- 40.57%
$49.79 - $50.75 $12.1M - $12.3M
355K $18M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-169K
- 51.55%
$50.29 - $50.56 $8.51M - $8.55M
159K $8.04M
AAPL
Apple Inc.

Technology
-1.59K
- 0.34%
$172.42 - $223.89 $275K - $357K
460K $94.5M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-469K
- 76.63%
$14.97 - $16.79 $7.02M - $7.88M
143K $2.39M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-189K
- 70.23%
$35.62 - $39.64 $6.72M - $7.48M
80K $3.12M
VTI
Vanguard Total Stock Market Et

ETFs
-27.9K
- 32.91%
$243.75 - $303.93 $6.81M - $8.49M
56.9K $17.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-95.8K
- 57.97%
$38.18 - $45.52 $3.66M - $4.36M
69.4K $3.04M
FTA
First Tr Large Cap Value

ETFs
-55.8K
- 18.82%
$67.12 - $78.63 $3.74M - $4.38M
241K $18.9M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-28.6K
- 55.79%
$78.98 - $90.1 $2.26M - $2.58M
22.7K $2.04M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-85.6K
- 7.63%
$24.98 - $25.66 $2.14M - $2.2M
1.04M $26.5M
AIG
American International Group, Inc.

Financial Services
-23.2K
- 88.16%
$77.56 - $87.72 $1.8M - $2.04M
3.12K $267K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-26.7K
- 16.97%
$67.03 - $80.35 $1.79M - $2.15M
131K $10.4M
ABBV
Abb Vie Inc.

Healthcare
-1.97K
- 3.18%
$170.16 - $206.27 $335K - $407K
60K $11.1M
VHT
Vanguard Health Care ETF

ETFs
-6.1K
- 33.95%
$236.71 - $261.92 $1.44M - $1.6M
11.9K $2.95M
OUNZ
Van Eck Merk Gold Trust

ETFs
-55.6K
- 77.91%
$28.68 - $33.09 $1.6M - $1.84M
15.8K $503K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-12.9K
- 35.98%
$116.93 - $119.39 $1.51M - $1.54M
22.9K $2.73M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-15.8K
- 23.15%
N/A
52.4K $4.5M
EDV
Vanguard Extended Duration Tre

ETFs
-15.6K
- 31.44%
$62.83 - $72.45 $982K - $1.13M
34.1K $2.29M
VGLT
Vanguard Long Term Treasury Et

ETFs
-20.9K
- 56.27%
$53.66 - $58.71 $1.12M - $1.23M
16.3K $912K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-24.1K
- 30.09%
$48.13 - $49.85 $1.16M - $1.2M
56.1K $2.75M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-25.3K
- 52.13%
$44.22 - $52.08 $1.12M - $1.32M
23.2K $1.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.7K
- 2.04%
$24.32 - $27.87 $261K - $299K
516K $13.7M
CVX
Chevron Corp

Energy
-1.14K
- 3.29%
$133.73 - $168.51 $153K - $192K
33.6K $4.8M
DYLD
Two Rds Shared Tr Leadershares

ETFs
-43.4K
- 58.68%
$22.25 - $22.63 $965K - $982K
30.6K $691K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12.6K
- 56.38%
$72.02 - $73.82 $905K - $928K
9.72K $715K
LSAF
Two Rds Shared Tr

ETFs
-25.9K
- 41.18%
$35.13 - $42.48 $909K - $1.1M
37K $1.57M
FTLS
First Tr Long/Short Equity ETF

ETFs
-14.7K
- 50.91%
$60.06 - $66.28 $883K - $975K
14.2K $939K
BMY
Bristol Myers Squibb CO

Healthcare
-5.34K
- 12.25%
$44.12 - $59.6 $236K - $318K
38.3K $1.77M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-31.2K
- 58.61%
$25.48 - $27.78 $795K - $867K
22K $585K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-16K
- 63.76%
$51.68 - $52.76 $825K - $842K
9.08K $478K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-17.2K
- 12.75%
$37.08 - $42.26 $636K - $725K
117K $4.87M
JNJ
Johnson & Johnson

Healthcare
-562
- 1.17%
$146.36 - $159.82 $82.3K - $89.8K
47.5K $7.26M
NKE
Nike, Inc.

Consumer Cyclical
-12K
- 55.12%
$53.27 - $72.04 $638K - $863K
9.75K $692K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-9.07K
- 65.97%
$68.68 - $84.86 $623K - $770K
4.68K $397K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-9K
- 20.91%
$69.8 - $85.28 $628K - $767K
34K $2.82M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-16K
- 42.61%
$35.2 - $40.71 $563K - $651K
21.5K $852K
XLE
Energy Sector Spdr

ETFs
-2.65K
- 5.51%
$76.44 - $94.13 $203K - $250K
45.5K $3.86M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-26.4K
- 35.47%
$18.68 - $21.54 $493K - $569K
48K $980K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-20.5K
- 26.16%
$29.82 - $30.19 $610K - $618K
57.8K $1.74M
URA
Global X Uranium ETF

ETFs
-49.8K
- 59.22%
$20.26 - $38.81 $1.01M - $1.93M
34.3K $1.33M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-24.3K
- 25.89%
$24.54 - $25.07 $596K - $609K
69.6K $1.74M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.72K
- 20.18%
$376.48 - $440.65 $649K - $759K
6.82K $3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-28.5K
- 11.77%
$29.52 - $35.31 $840K - $1.01M
213K $7.53M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-23.3K
- 18.12%
$30.9 - $34.31 $721K - $801K
105K $3.62M
IWY
Ishares Tr Russell 200 Growth

ETFs
-3.79K
- 33.82%
$187.5 - $246.51 $710K - $934K
7.41K $1.83M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-18.3K
- 19.78%
$36.26 - $40.45 $665K - $742K
74.3K $3.01M
VONG
Vanguard Russell 1000 Growth E

ETFs
-6.82K
- 50.46%
$82.51 - $109.2 $563K - $745K
6.7K $731K
Activity Summary
Buys All Purchases 611 New Holdings 127 Increased Positions 484 Sells All Sells 489 Reductions 489 Sold out 0 Options Calls 0 Puts 0
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