Gould Asset Management LLC Purchases in Q2 2024

Gould Asset Management LLC

  • $431 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
88.5K
+ 58.7%
$98.69 - $99.57 $8.73M - $8.81M
239K $23.8M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
29.4K
+ 20.81%
$28.28 - $31.13 $832K - $916K
171K $5.23M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
33.3K
+ 67.34%
$23.85 - $23.98 $794K - $798K
82.7K $1.98M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
34.4K
+ 76.41%
$23.1 - $23.22 $794K - $798K
79.3K $1.84M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
35.3K
+ 76.3%
$22.46 - $22.66 $792K - $799K
81.5K $1.85M
VGSH
Vanguard

ETFs
12.7K
+ 3.7%
$57.55 - $58.0 $729K - $735K
355K $20.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.82K
+ 5.35%
$76.35 - $77.35 $673K - $682K
174K $13.4M
GLDM
World Gold Trust

ETFs
1.91K
+ 0.78%
$44.52 - $48.11 $84.9K - $91.7K
245K $11.3M
SHV
Ishares Tr

ETFs
4.08K
+ 19.14%
$110.04 - $110.51 $448K - $450K
25.4K $2.8M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
13.3K
+ 41.56%
$24.98 - $25.13 $333K - $335K
45.4K $1.14M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.1K
+ 41.26%
$23.65 - $23.82 $333K - $335K
48.2K $1.15M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
15.6K
+ 3.4%
$25.69 - $26.82 $400K - $417K
474K $12.5M
MSFT
Microsoft Corp

Technology
214
+ 2.68%
$389.33 - $452.85 $83.3K - $96.9K
8.19K $3.66M
NVDA
Nvidia Corp

Technology
2.21K
New
$118.11 - $1224.4 $261K - $2.71M
2.21K $273K
META
Meta Platforms, Inc.

Communication Services
521
New
$430.17 - $527.34 $224K - $275K
521 $262K
VNQ
Vanguard Specialized Funds Van

ETFs
7.32K
+ 5.56%
$78.61 - $85.97 $575K - $629K
139K $11.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.15K
+ 5.02%
$89.04 - $91.74 $280K - $289K
65.7K $5.99M
CMF
Ishares California Muni Bond E

ETFs
4.43K
+ 14.05%
$56.38 - $57.26 $250K - $254K
36K $2.04M
GOOGL
Alphabet Inc.

Communication Services
1.2K
New
$150.53 - $185.41 $181K - $222K
1.2K $218K
AVGO
Broadcom Inc.

Technology
9
+ 1.27%
$1204.71 - $1828.87 $10.8K - $16.5K
717 $1.15M
INTU
Intuit Inc

Technology
319
New
$562.97 - $670.27 $180K - $214K
319 $209K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
8.76K
New
$23.66 - $24.62 $207K - $216K
8.76K $208K
IWB
Ishares Tr Russell 1000 ETF

ETFs
694
New
$272.21 - $298.72 $189K - $207K
694 $206K
AMZN
Amazon Com Inc

Consumer Cyclical
591
+ 14.9%
$173.67 - $197.85 $103K - $117K
4.56K $880K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
338
+ 0.92%
$87.24 - $97.37 $29.5K - $32.9K
37K $3.58M
LLY
Eli Lilly & CO

Healthcare
39
+ 6.25%
$724.87 - $909.04 $28.3K - $35.5K
663 $600K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.46K
+ 14.37%
$77.99 - $80.49 $114K - $118K
11.6K $928K
DFAX
Dimensional ETF Tr
3.76K
+ 2.39%
$24.57 - $26.36 $92.5K - $99.2K
161K $4.1M
ORCL
Oracle Corp

Technology
209
+ 5.71%
$113.75 - $144.64 $23.8K - $30.2K
3.87K $546K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.32K
+ 5.22%
$73.79 - $77.66 $171K - $180K
46.8K $3.55M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.88K
+ 15.24%
$24.19 - $24.51 $45.4K - $46K
14.2K $347K
TIP
Ishares Tr Tips Bd ETF

ETFs
355
+ 4.49%
$105.01 - $107.23 $37.3K - $38.1K
8.27K $882K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
825
+ 2.72%
$76.22 - $82.36 $62.9K - $67.9K
31.2K $2.46M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
685
+ 6.94%
$45.65 - $47.02 $31.3K - $32.2K
10.6K $492K
SPGI
S&P Global Inc.

Financial Services
30
+ 4.93%
$408.56 - $448.91 $12.3K - $13.5K
638 $284K
MUB
Ishares National Muni Bond ETF

ETFs
280
+ 4.53%
$105.37 - $107.16 $29.5K - $30K
6.46K $688K
SPSB
Spdr Portfolio Short Term Corp

ETFs
965
+ 1.31%
$29.51 - $29.7 $28.5K - $28.7K
74.6K $2.22M
Linde PLC
43
+ 6.53%
N/A
702 $0
Dimensional Us Core Equity 1
3.67K
+ 33.03%
N/A
14.8K $0
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
180
+ 1.37%
$16.84 - $17.64 $3.03K - $3.18K
13.3K $230K
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.02%
$27.74 - $29.88 $83.2 - $89.6
14.8K $428K
PGF
Invesco Exchange Traded Fd Tr

ETFs
705
+ 2.24%
$14.43 - $15.3 $10.2K - $10.8K
32.2K $474K
XJR
Ishares Tresg Screened S&P Sma

ETFs
50
+ 0.58%
$36.08 - $39.37 $1.8K - $1.97K
8.61K $325K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.19K
+ 1.52%
$11.3 - $11.9 $13.4K - $14.2K
79.3K $915K
SYK
Stryker Corp

Healthcare
31
+ 1.83%
$324.3 - $354.67 $10.1K - $11K
1.73K $588K
V
Visa Inc.

Financial Services
87
+ 2.46%
$262.47 - $281.5 $22.8K - $24.5K
3.62K $949K
MA
Mastercard Inc

Financial Services
67
+ 3.81%
$441.1 - $479.43 $29.6K - $32.1K
1.83K $805K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
180
+ 0.52%
$37.95 - $41.03 $6.83K - $7.39K
34.6K $1.37M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4K
+ 1.64%
$87.78 - $94.67 $351K - $379K
249K $22.8M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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