Number of Shares
453,636.00
Current Holdings Value*
$22.96 Mil
% of Portfolio
0.72%
Total Estimate Gain
$5,361.65
% of Total Estimate Gain
0.02%

IHT Wealth Management, LLC's AB Ultra Short Income ETF Holding Summary

As of 2025-03-31, IHT Wealth Management, LLC held 453,636.00 shares of AB Ultra Short Income ETF(YEAR), totaling $22.96 Mil. This investment constitutes 0.72% of their stock portfolio, and IHT Wealth Management, LLC now holds 1.63% of the outstanding AB Ultra Short Income ETF(YEAR) stock.

The initial trade took place in 2023Q1. And since then IHT Wealth Management, LLC has made 7 purchases of YEAR, at an average price of $50.47, for a total of 469,773.00 shares. In addition, there have been 2 sales at an average price of $50.57 for 16,137.00 shares. Based on historical transaction data and YEAR's current price of $50.48, IHT Wealth Management, LLC's estimated gain on his YEAR holdings is $5,361.65, reflecting a 0.02% gain to date.

IHT Wealth Management, LLC YEAR ($50.48) Holding Chart

IHT Wealth Management, LLC YEAR ($50.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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