Horizons Wealth Management Incresed Positions in Q3 2024

Horizons Wealth Management

  • $130 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VNQI
Vanguard Global Ex U.S. Real

ETFs
6.8K
+ 182.64%
$40.45 - $47.24 $275K - $321K
10.5K $493K
BND
Vanguard Bd Index Fd Inc Total

ETFs
24
+ 0.03%
$71.45 - $75.64 $1.71K - $1.82K
68.8K $5.17M
TIP
Ishares Tr Tips Bd ETF

ETFs
139
+ 0.27%
$105.92 - $110.83 $14.7K - $15.4K
51.9K $5.73M
BSCU
Invesco Exc Self Ind Tr

ETFs
7.93K
+ 8.5%
$16.19 - $17.05 $128K - $135K
101K $1.72M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
15
+ 0.05%
$69.16 - $76.64 $1.04K - $1.15K
32.9K $2.47M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.51K
+ 1.44%
$18.12 - $18.92 $45.4K - $47.4K
177K $3.32M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
1.96K
+ 3.85%
$46.68 - $50.38 $91.4K - $98.6K
52.9K $2.64M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
631
+ 2.63%
$49.77 - $51.95 $31.4K - $32.8K
24.7K $1.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
220
+ 1.85%
$96.25 - $101.98 $21.2K - $22.4K
12.1K $1.23M
BSCV
Invesco ETF Self Indexed Fd Tr
1.94K
+ 36.69%
$15.89 - $16.79 $30.8K - $32.6K
7.22K $120K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
911
+ 6.95%
$23.08 - $23.52 $21K - $21.4K
14K $329K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
288
+ 0.65%
$22.55 - $23.1 $6.49K - $6.65K
44.3K $1.02M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
510
+ 5.39%
$21.96 - $22.69 $11.2K - $11.6K
9.98K $225K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
281
+ 0.7%
$23.13 - $23.43 $6.5K - $6.58K
40.5K $948K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
423
+ 2.76%
$23.41 - $23.78 $9.9K - $10.1K
15.8K $373K
BSMU
Invesco Exchange Self Ind Tr

ETFs
373
+ 5.66%
$21.72 - $22.21 $8.1K - $8.28K
6.97K $154K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
53
+ 0.69%
$23.63 - $24.42 $1.25K - $1.29K
7.7K $187K
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Horizons Wealth Management Portfolio

Follow Horizons Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizons Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Horizons Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email