Horst & Graben Wealth Management LLC Closed Holding Positions

Horst & Graben Wealth Management LLC

  • $536 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NTR
Nutrien Ltd.

Basic Materials
Q2 2022 Filed on Aug 01, 2022
1,939
$78.95 - $114.5 $153K - $222K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 01, 2022
37,871
$88.4 - $105.81 $3.35M - $4.01M
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
2,891
$64.68 - $79.93 $187K - $231K
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
2,586
$81.93 - $101.4 $212K - $262K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
Q1 2022 Filed on Apr 27, 2022
4,042
$51.05 - $56.08 $206K - $227K
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on Apr 27, 2022
1,611
$114.02 - $139.04 $184K - $224K
Cyrusone Inc
Q1 2022 Filed on Apr 27, 2022
3,020
N/A
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
983
$143.98 - $202.66 $142K - $199K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
1,525
$382.7 - $439.25 $584K - $670K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2022 Filed on Apr 27, 2022
2,950
$78.72 - $84.18 $232K - $248K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2022 Filed on Apr 27, 2022
2,220
$108.47 - $136.53 $241K - $303K
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
684
$254.37 - $323.09 $174K - $221K
GAA
Cambria Global Asset Allocatio

ETFs
Q1 2022 Filed on Apr 27, 2022
6,494
$29.39 - $31.37 $191K - $204K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q4 2021 Filed on Jan 20, 2022
6,546
$30.89 - $32.39 $202K - $212K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Jan 20, 2022
3,877
$47.71 - $57.4 $185K - $223K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q4 2021 Filed on Jan 20, 2022
3,233
$61.58 - $66.32 $199K - $214K
CORR
Cor Energy Infrastructure Trust, Inc.

Real Estate
Q4 2021 Filed on Jan 20, 2022
12,400
$3.0 - $5.28 $37.2K - $65.5K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
10,040
$17.79 - $28.92 $179K - $290K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2021 Filed on Jan 20, 2022
9,557
$35.97 - $36.6 $344K - $350K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q4 2021 Filed on Jan 20, 2022
5,369
$68.27 - $71.53 $367K - $384K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q3 2021 Filed on Nov 02, 2021
14,233
$41.23 - $41.8 $587K - $595K
RODM
Hartford Multifactor Developed

ETFs
Q3 2021 Filed on Nov 02, 2021
6,982
$30.1 - $31.87 $210K - $223K
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2021 Filed on Nov 02, 2021
4,325
$50.12 - $50.16 $217K - $217K
Weingarten Rlty Invs
Q3 2021 Filed on Nov 02, 2021
10,000
N/A
FANG
Diamondback Energy, Inc.

Energy
Q3 2021 Filed on Nov 02, 2021
2,623
$67.88 - $99.6 $178K - $261K
DIS
Walt Disney CO

Communication Services
Q2 2021 Filed on Jul 20, 2021
1,089
$169.27 - $189.73 $184K - $207K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2021 Filed on Jul 20, 2021
7,144
$35.87 - $38.34 $256K - $274K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2021 Filed on Jul 20, 2021
7,858
$29.63 - $30.01 $233K - $236K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2021 Filed on Jul 20, 2021
13,871
$54.57 - $54.92 $757K - $762K
TRV
Travelers Companies, Inc.

Financial Services
Q2 2021 Filed on Jul 20, 2021
7,551
$144.76 - $161.67 $1.09M - $1.22M
DVYE
Ishares Emerging Markets Divid

ETFs
Q1 2021 Filed on Apr 20, 2021
7,053
$36.57 - $40.29 $258K - $284K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 20, 2021
29,037
N/A
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2021 Filed on Apr 20, 2021
17,746
$109.42 - $121.99 $1.94M - $2.16M
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2021 Filed on Apr 20, 2021
24,087
$38.5 - $45.06 $927K - $1.09M
Investors Real Estate Tr
Q4 2020 Filed on Jan 12, 2021
6,000
N/A
IYG
Ishares Tr

ETFs
Q4 2020 Filed on Jan 12, 2021
10,500
$39.45 - $50.02 $414K - $525K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2020 Filed on Jul 29, 2020
21,447
$35.33 - $45.65 $758K - $979K
LNT
Alliant Energy Corp

Utilities
Q2 2020 Filed on Jul 29, 2020
4,229
$44.97 - $53.62 $190K - $227K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Jul 29, 2020
11,213
$85.62 - $110.58 $960K - $1.24M
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2020 Filed on Jul 29, 2020
6,285
$119.96 - $121.18 $754K - $762K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2020 Filed on Jul 29, 2020
7,135
$40.36 - $51.42 $288K - $367K
Track This Portfolio

Track Horst & Graben Wealth Management LLC Portfolio

Follow Horst & Graben Wealth Management LLC 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 Horst & Graben Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horst & Graben Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email