United Community Bank historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 16 quarters from 2021-12-31 to 2026-06-30, United Community Bank opened 600 positions, added to 216, reduced 242 and sold out of 536.
- Q2 2026: Stock PBP; Country of operation —; Class EXCHANGE-TRADED-FUND; Shares before 481,748.
- Q2 2026: Stock EFA; Country of operation —; Class EXCHANGE-TRADED-FUND; Shares before 92,893.
- Q2 2026: Stock IVV; Country of operation —; Class EXCHANGE-TRADED-FUND; Shares before 10,524.
- Q2 2026: Stock VTI; Country of operation —; Class EXCHANGE-TRADED-FUND; Shares before 18,721.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2000314), 16 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-02-13); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-02-13); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-02-13); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-02-13); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-02-13); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-02-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-09-30. Not compared, as a quarter between them is not held here yet: 2023-06-30 to 2023-12-31 (missing 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | PBP INVESCO EXCHANGE TRADED FD TR ETF | | EXCHANGE-TRADED-FUND | 481,748 | 0 | -481,748 | $10,593,628 | $0 | -$10,593,628 | 2026-08-13 |
|---|
| Q2 2026 | EFA ISHARES MSCI EAFE ETF | | EXCHANGE-TRADED-FUND | 92,893 | 0 | -92,893 | $9,022,697 | $0 | -$9,022,697 | 2026-08-13 |
|---|
| Q2 2026 | IVV ISHARES TR CORE S&P500 ETF | | EXCHANGE-TRADED-FUND | 10,524 | 0 | -10,524 | $6,874,382 | $0 | -$6,874,382 | 2026-08-13 |
|---|
| Q2 2026 | VTI VANGUARD TOTAL STOCK MARKET ETF | | EXCHANGE-TRADED-FUND | 18,721 | 0 | -18,721 | $6,005,884 | $0 | -$6,005,884 | 2026-08-13 |
|---|
| Q2 2026 | IJH ISHARES CORE S&P MIDCAP ETF | | EXCHANGE-TRADED-FUND | 84,663 | 0 | -84,663 | $5,717,292 | $0 | -$5,717,292 | 2026-08-13 |
|---|
| Q2 2026 | SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 | | EXCHANGE-TRADED-FUND | 61,925 | 0 | -61,925 | $4,656,141 | $0 | -$4,656,141 | 2026-08-13 |
|---|
| Q2 2026 | VXF VANGUARD EXTENDED MARKET ETF | | EXCHANGE-TRADED-FUND | 22,076 | 0 | -22,076 | $4,543,241 | $0 | -$4,543,241 | 2026-08-13 |
|---|
| Q2 2026 | VXUS VANGUARD TOTAL INTL STOCK ET | | EXCHANGE-TRADED-FUND | 58,756 | 0 | -58,756 | $4,530,675 | $0 | -$4,530,675 | 2026-08-13 |
|---|
| Q2 2026 | VUG VANGUARD GROWTH ETF | | EXCHANGE-TRADED-FUND | 10,118 | 0 | -10,118 | $4,419,441 | $0 | -$4,419,441 | 2026-08-13 |
|---|
| Q2 2026 | VCIT VANGUARD INT TERM CORPORATE ETF | | EXCHANGE-TRADED-FUND | 44,289 | 0 | -44,289 | $3,664,915 | $0 | -$3,664,915 | 2026-08-13 |
|---|
| Q2 2026 | AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF | | EXCHANGE-TRADED-FUND | 32,014 | 0 | -32,014 | $3,178,030 | $0 | -$3,178,030 | 2026-08-13 |
|---|
| Q2 2026 | VYM VANGUARD HIGH DIVIDEND YIELD ETF | | EXCHANGE-TRADED-FUND | 20,038 | 0 | -20,038 | $2,967,628 | $0 | -$2,967,628 | 2026-08-13 |
|---|
| Q2 2026 | IJR ISHARES CORE S&P SMALL CAP ETF | | EXCHANGE-TRADED-FUND | 23,541 | 0 | -23,541 | $2,926,382 | $0 | -$2,926,382 | 2026-08-13 |
|---|
| Q2 2026 | JCPB J P MORGAN EXCHANGE TRADED FD CORE ETF | | EXCHANGE-TRADED-FUND | 59,338 | 0 | -59,338 | $2,793,633 | $0 | -$2,793,633 | 2026-08-13 |
|---|
| Q2 2026 | FLRN SPDR SER TR SS SPDR BBG INVT FLT RTE ETF | | EXCHANGE-TRADED-FUND | 87,260 | 0 | -87,260 | $2,685,863 | $0 | -$2,685,863 | 2026-08-13 |
|---|
| Q2 2026 | SHY ISHARES 1-3 YEAR TREASURY BOND ETF | | EXCHANGE-TRADED-FUND | 32,180 | 0 | -32,180 | $2,657,103 | $0 | -$2,657,103 | 2026-08-13 |
|---|
| Q2 2026 | VEA VANGUARD FTSE DEVELOPED MARKETS ETF | | EXCHANGE-TRADED-FUND | 37,216 | 0 | -37,216 | $2,384,801 | $0 | -$2,384,801 | 2026-08-13 |
|---|
| Q2 2026 | SPY STATE STREET SPDR S&P 500 ETF TRUST UNIT | | EXCHANGE-TRADED-FUND | 3,529 | 0 | -3,529 | $2,295,050 | $0 | -$2,295,050 | 2026-08-13 |
|---|
| Q2 2026 | VGIT VANGUARD SCOTTSDALE FDS INTER TERM ETF | | EXCHANGE-TRADED-FUND | 37,960 | 0 | -37,960 | $2,260,518 | $0 | -$2,260,518 | 2026-08-13 |
|---|
| Q2 2026 | BIV VANGUARD INTERMEDIATE TERM BD ETF | | EXCHANGE-TRADED-FUND | 28,456 | 0 | -28,456 | $2,196,234 | $0 | -$2,196,234 | 2026-08-13 |
|---|
| Q2 2026 | VWO VANGUARD INTL EQUITY INDEX FDS FTSE ETF | | EXCHANGE-TRADED-FUND | 37,585 | 0 | -37,585 | $2,031,469 | $0 | -$2,031,469 | 2026-08-13 |
|---|
| Q2 2026 | IGSB ISHARES TR ISHS 1-5YR INVS ETF | | EXCHANGE-TRADED-FUND | 31,748 | 0 | -31,748 | $1,668,675 | $0 | -$1,668,675 | 2026-08-13 |
|---|
| Q2 2026 | XLK SELECT SECTOR SPDR TR STATE ST TECH ETF | | EXCHANGE-TRADED-FUND | 11,297 | 0 | -11,297 | $1,501,371 | $0 | -$1,501,371 | 2026-08-13 |
|---|
| Q2 2026 | GBIL GOLDMAN SACHS ETF TR ACCES TREASURY ETF | | EXCHANGE-TRADED-FUND | 12,440 | 0 | -12,440 | $1,246,364 | $0 | -$1,246,364 | 2026-08-13 |
|---|
| Q2 2026 | SPSB SPDR SER TR SS SPDR PORT SHT TRM BD ETF | | EXCHANGE-TRADED-FUND | 41,095 | 0 | -41,095 | $1,235,727 | $0 | -$1,235,727 | 2026-08-13 |
|---|
| Q2 2026 | VGSH VANGUARD SHORT TERM TREAS BOND ETF | | EXCHANGE-TRADED-FUND | 20,537 | 0 | -20,537 | $1,202,236 | $0 | -$1,202,236 | 2026-08-13 |
|---|
| Q2 2026 | QQQ INVESCO QQQ TR UNIT SER ETF | | EXCHANGE-TRADED-FUND | 1,752 | 0 | -1,752 | $1,011,219 | $0 | -$1,011,219 | 2026-08-13 |
|---|
| Q2 2026 | MDY STATE STRT SPDR S&P MIDCAP 400 ETF TRUST | | EXCHANGE-TRADED-FUND | 1,377 | 0 | -1,377 | $849,279 | $0 | -$849,279 | 2026-08-13 |
|---|
| Q2 2026 | VNQ VANGUARD INDEX FDS REAL ESTATE ETF | | EXCHANGE-TRADED-FUND | 8,467 | 0 | -8,467 | $751,023 | $0 | -$751,023 | 2026-08-13 |
|---|
| Q2 2026 | DGRW WISDOMTREE TR US QTLY DIV GRT ETF | | EXCHANGE-TRADED-FUND | 7,849 | 0 | -7,849 | $689,456 | $0 | -$689,456 | 2026-08-13 |
|---|
| Q2 2026 | IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF | | EXCHANGE-TRADED-FUND | 8,265 | 0 | -8,265 | $661,613 | $0 | -$661,613 | 2026-08-13 |
|---|
| Q2 2026 | DVY ISHARES SELECT DIVIDEND ETF | | EXCHANGE-TRADED-FUND | 4,310 | 0 | -4,310 | $652,577 | $0 | -$652,577 | 2026-08-13 |
|---|
| Q2 2026 | IVW ISHARES S&P 500 GROWTH ETF | | EXCHANGE-TRADED-FUND | 5,087 | 0 | -5,087 | $575,391 | $0 | -$575,391 | 2026-08-13 |
|---|
| Q2 2026 | VGT VANGUARD INFORMATION TECHNOLOGY INDEX | | EXCHANGE-TRADED-FUND | 765 | 0 | -765 | $533,756 | $0 | -$533,756 | 2026-08-13 |
|---|
| Q2 2026 | IWR ISHARES RUSSELL MIDCAP ETF | | EXCHANGE-TRADED-FUND | 5,303 | 0 | -5,303 | $515,611 | $0 | -$515,611 | 2026-08-13 |
|---|
| Q2 2026 | IJK iSHARES S&P MIDCAP GROWTH INDEX | | EXCHANGE-TRADED-FUND | 5,046 | 0 | -5,046 | $507,729 | $0 | -$507,729 | 2026-08-13 |
|---|
| Q2 2026 | VONG VANGUARD RUSSELL 1000 GROWTH ETF | | EXCHANGE-TRADED-FUND | 4,277 | 0 | -4,277 | $469,144 | $0 | -$469,144 | 2026-08-13 |
|---|
| Q2 2026 | LDUR PIMCO ETF TR ENHNCD LW DUR AC ETF | | EXCHANGE-TRADED-FUND | 3,992 | 0 | -3,992 | $382,513 | $0 | -$382,513 | 2026-08-13 |
|---|
| Q2 2026 | IVE ISHARES S&P 500 VALUE ETF | | EXCHANGE-TRADED-FUND | 1,672 | 0 | -1,672 | $353,043 | $0 | -$353,043 | 2026-08-13 |
|---|
| Q2 2026 | IEFA iSHARES CORE MSCI EAFE ETF | | EXCHANGE-TRADED-FUND | 3,700 | 0 | -3,700 | $334,961 | $0 | -$334,961 | 2026-08-13 |
|---|
| Q2 2026 | IBDU ISHARES TR IBONDS DEC 29 ETF | | EXCHANGE-TRADED-FUND | 13,150 | 0 | -13,150 | $305,869 | $0 | -$305,869 | 2026-08-13 |
|---|
| Q2 2026 | SCHB SCHWAB US BROAD MARKET ETF | | EXCHANGE-TRADED-FUND | 12,175 | 0 | -12,175 | $305,593 | $0 | -$305,593 | 2026-08-13 |
|---|
| Q2 2026 | IBDS ISHARES TR IBONDS 27 ETF | | EXCHANGE-TRADED-FUND | 12,580 | 0 | -12,580 | $304,939 | $0 | -$304,939 | 2026-08-13 |
|---|
| Q2 2026 | JMBS JANUS DETROIT STR TR HENDERSON MTG ETF | | EXCHANGE-TRADED-FUND | 6,494 | 0 | -6,494 | $293,399 | $0 | -$293,399 | 2026-08-13 |
|---|
| Q2 2026 | IWM ISHARES RUSSELL 2000 ETF | | EXCHANGE-TRADED-FUND | 1,086 | 0 | -1,086 | $269,328 | $0 | -$269,328 | 2026-08-13 |
|---|
| Q2 2026 | IBTI ISHARES TR IBONDS 28 TRM TS ETF | | EXCHANGE-TRADED-FUND | 11,520 | 0 | -11,520 | $256,700 | $0 | -$256,700 | 2026-08-13 |
|---|
| Q2 2026 | PAAA PGIM ETF TR AAA CLO ETF | | EXCHANGE-TRADED-FUND | 4,926 | 0 | -4,926 | $252,113 | $0 | -$252,113 | 2026-08-13 |
|---|
| Q2 2026 | VB VANGUARD INDEX FDS SMALL CP ETF | | EXCHANGE-TRADED-FUND | 958 | 0 | -958 | $250,919 | $0 | -$250,919 | 2026-08-13 |
|---|
| Q2 2026 | SGOV ISHARES TR 0-3 MONTH TREASURY BOND ETF | | EXCHANGE-TRADED-FUND | 2,449 | 0 | -2,449 | $246,516 | $0 | -$246,516 | 2026-08-13 |
|---|
| Q2 2026 | VCSH VANGUARD SHORT TERM CORPORATE ETF | | EXCHANGE-TRADED-FUND | 3,044 | 0 | -3,044 | $241,298 | $0 | -$241,298 | 2026-08-13 |
|---|
| Q2 2026 | USMV ISHARES TR MSCI USA MIN VOL FACTOR ETF | | EXCHANGE-TRADED-FUND | 2,575 | 0 | -2,575 | $238,806 | $0 | -$238,806 | 2026-08-13 |
|---|
| Q2 2026 | IUSB ISHARES CORE UNIVERSAL USD BOND ETF | | EXCHANGE-TRADED-FUND | 4,866 | 0 | -4,866 | $224,761 | $0 | -$224,761 | 2026-08-13 |
|---|
| Q2 2026 | SCHD SCHWAB US DVD EQUITY ETF | | EXCHANGE-TRADED-FUND | 7,141 | 0 | -7,141 | $219,086 | $0 | -$219,086 | 2026-08-13 |
|---|
| Q2 2026 | VO VANGUARD MID-CAP ETF | | EXCHANGE-TRADED-FUND | 719 | 0 | -719 | $206,482 | $0 | -$206,482 | 2026-08-13 |
|---|
| Q2 2026 | EMB ISHARES TR JPMORGAN USD EMG | | EXCHANGE-TRADED-FUND | 2,110 | 0 | -2,110 | $198,192 | $0 | -$198,192 | 2026-08-13 |
|---|
| Q2 2026 | SDY SPDR SER TR ST STR SPDR S&P DIVIDEND ETF | | EXCHANGE-TRADED-FUND | 1,250 | 0 | -1,250 | $182,425 | $0 | -$182,425 | 2026-08-13 |
|---|
| Q2 2026 | ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF | | EXCHANGE-TRADED-FUND | 1,214 | 0 | -1,214 | $172,910 | $0 | -$172,910 | 2026-08-13 |
|---|
| Q2 2026 | IBTK ISHARES TR IBOND DEC ETF | | EXCHANGE-TRADED-FUND | 8,510 | 0 | -8,510 | $167,817 | $0 | -$167,817 | 2026-08-13 |
|---|
| Q2 2026 | SCHG SCHWAB US LARGE CAP GROWTH ETF | | EXCHANGE-TRADED-FUND | 5,600 | 0 | -5,600 | $163,128 | $0 | -$163,128 | 2026-08-13 |
|---|
| Q2 2026 | QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF | | EXCHANGE-TRADED-FUND | 837 | 0 | -837 | $160,545 | $0 | -$160,545 | 2026-08-13 |
|---|
| Q2 2026 | VDC VANGUARD CONSUMER STAPLE ETF | | EXCHANGE-TRADED-FUND | 710 | 0 | -710 | $159,459 | $0 | -$159,459 | 2026-08-13 |
|---|
| Q2 2026 | IJJ ISHARES S&P MID CAP 400 VALUE ETF | | EXCHANGE-TRADED-FUND | 1,191 | 0 | -1,191 | $157,808 | $0 | -$157,808 | 2026-08-13 |
|---|
| Q2 2026 | IWF ISHARES RUSSELL 1000 GROWTH ETF | | EXCHANGE-TRADED-FUND | 360 | 0 | -360 | $153,504 | $0 | -$153,504 | 2026-08-13 |
|---|
| Q2 2026 | IJT ISHARES S&P SMALL CAP 600 GROWTH ETF | | EXCHANGE-TRADED-FUND | 1,047 | 0 | -1,047 | $151,511 | $0 | -$151,511 | 2026-08-13 |
|---|
| Q2 2026 | OEF ISHARES S&P 100 ETF | | EXCHANGE-TRADED-FUND | 475 | 0 | -475 | $151,083 | $0 | -$151,083 | 2026-08-13 |
|---|
| Q2 2026 | XLI SELECT SECTOR SPDR TR STATE ST INDUS ETF | | EXCHANGE-TRADED-FUND | 905 | 0 | -905 | $146,366 | $0 | -$146,366 | 2026-08-13 |
|---|
| Q2 2026 | IBTG ISHARES TR IBONDS 26 TRM TS ETF | | EXCHANGE-TRADED-FUND | 5,935 | 0 | -5,935 | $136,001 | $0 | -$136,001 | 2026-08-13 |
|---|
| Q2 2026 | MMIT NEW YORK LIFE INVTS ACTIVE ETF | | EXCHANGE-TRADED-FUND | 5,375 | 0 | -5,375 | $129,564 | $0 | -$129,564 | 2026-08-13 |
|---|
| Q2 2026 | CWB SPDR SER TR ST STR SPDR BBG CONV SEC ETF | | EXCHANGE-TRADED-FUND | 1,407 | 0 | -1,407 | $128,769 | $0 | -$128,769 | 2026-08-13 |
|---|
| Q2 2026 | XLF SELECT SECTOR SPDR TR STATE ST FIN ETF | | EXCHANGE-TRADED-FUND | 2,528 | 0 | -2,528 | $124,807 | $0 | -$124,807 | 2026-08-13 |
|---|
| Q2 2026 | XLV SELECT SECTOR SPDR TR S S HLTH CARE ETF | | EXCHANGE-TRADED-FUND | 833 | 0 | -833 | $122,126 | $0 | -$122,126 | 2026-08-13 |
|---|
| Q2 2026 | IWO ISHARES RUSSELL 2000 GROWTH ETF | | EXCHANGE-TRADED-FUND | 387 | 0 | -387 | $121,444 | $0 | -$121,444 | 2026-08-13 |
|---|
| Q2 2026 | HMOP HARTFORD FDS EXCHANGE TRADED ETF | | EXCHANGE-TRADED-FUND | 2,980 | 0 | -2,980 | $115,445 | $0 | -$115,445 | 2026-08-13 |
|---|
| Q2 2026 | HOLA J P MORGAN EXCHANGE TRADED FD INTL ETF | | EXCHANGE-TRADED-FUND | 2,169 | 0 | -2,169 | $114,089 | $0 | -$114,089 | 2026-08-13 |
|---|
| Q2 2026 | GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT ETF | | EXCHANGE-TRADED-FUND | 2,645 | 0 | -2,645 | $114,079 | $0 | -$114,079 | 2026-08-13 |
|---|
| Q2 2026 | BSCS INVESCO EXCH TRD SLF IDX FD TR ETF | | EXCHANGE-TRADED-FUND | 5,500 | 0 | -5,500 | $112,327 | $0 | -$112,327 | 2026-08-13 |
|---|
| Q2 2026 | VIG VANGUARD DIVIDEND APPRECIATION ETF | | EXCHANGE-TRADED-FUND | 503 | 0 | -503 | $108,175 | $0 | -$108,175 | 2026-08-13 |
|---|
| Q2 2026 | BSCR INVESCO EXCH TRD SLF IDX FD TR ETF | | EXCHANGE-TRADED-FUND | 5,500 | 0 | -5,500 | $107,938 | $0 | -$107,938 | 2026-08-13 |
|---|
| Q2 2026 | BSCQ INVESCO EXCH TRD SLF IDX FD TR ETF | | EXCHANGE-TRADED-FUND | 5,500 | 0 | -5,500 | $107,415 | $0 | -$107,415 | 2026-08-13 |
|---|
| Q2 2026 | XLY SELECT SECTOR SPDR TR S S CON DIS ETF | | EXCHANGE-TRADED-FUND | 980 | 0 | -980 | $106,800 | $0 | -$106,800 | 2026-08-13 |
|---|
| Q2 2026 | SMMU PIMCO ETF TR SHTRM MUN BD ACT ETF | | EXCHANGE-TRADED-FUND | 2,110 | 0 | -2,110 | $106,450 | $0 | -$106,450 | 2026-08-13 |
|---|
| Q2 2026 | USA LIBERTY ALL STAR EQUITY FUND | | EXCHANGE-TRADED-FUND | 19,089 | 0 | -19,089 | $105,944 | $0 | -$105,944 | 2026-08-13 |
|---|
| Q2 2026 | IWD ISHARES RUSSELL 1000 VALUE ETF | | EXCHANGE-TRADED-FUND | 492 | 0 | -492 | $105,126 | $0 | -$105,126 | 2026-08-13 |
|---|
| Q2 2026 | JVAL J P MORGAN EXCHANGE TRADED FD US ETF | | EXCHANGE-TRADED-FUND | 2,101 | 0 | -2,101 | $102,655 | $0 | -$102,655 | 2026-08-13 |
|---|
| Q2 2026 | BSCT INVESCO EXCH TRD SLF IDX FD TR ETF | | EXCHANGE-TRADED-FUND | 5,500 | 0 | -5,500 | $102,632 | $0 | -$102,632 | 2026-08-13 |
|---|
| Q2 2026 | JPIE J P MORGAN EXCHANGE TRADED FD INCOME ETF | | EXCHANGE-TRADED-FUND | 2,218 | 0 | -2,218 | $102,183 | $0 | -$102,183 | 2026-08-13 |
|---|
| Q2 2026 | VTWO VANGUARD RUSSELL 2000 ETF | | EXCHANGE-TRADED-FUND | 956 | 0 | -956 | $95,763 | $0 | -$95,763 | 2026-08-13 |
|---|
| Q2 2026 | TAFI AB ACTIVE ETFS INC TAX AWARE SHRT ETF | | EXCHANGE-TRADED-FUND | 3,720 | 0 | -3,720 | $93,670 | $0 | -$93,670 | 2026-08-13 |
|---|
| Q2 2026 | EFAV ISHARES TR MSCI EAFE MIN VOL FACTOR ETF | | EXCHANGE-TRADED-FUND | 1,025 | 0 | -1,025 | $93,654 | $0 | -$93,654 | 2026-08-13 |
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| Q2 2026 | BSCU INVESCO EXCH TRD SLF IDX FD TR ETF | | EXCHANGE-TRADED-FUND | 5,500 | 0 | -5,500 | $91,955 | $0 | -$91,955 | 2026-08-13 |
|---|
| Q2 2026 | IBDR ISHARES TR IBONDS DEC ETF | | EXCHANGE-TRADED-FUND | 3,652 | 0 | -3,652 | $88,524 | $0 | -$88,524 | 2026-08-13 |
|---|
| Q2 2026 | IGM ISHARES S&P NORTH AMERICAN TECHNOLOGY | | EXCHANGE-TRADED-FUND | 720 | 0 | -720 | $85,327 | $0 | -$85,327 | 2026-08-13 |
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| Q2 2026 | MUB ISHARES TR NATIONAL MUN ETF | | EXCHANGE-TRADED-FUND | 800 | 0 | -800 | $84,920 | $0 | -$84,920 | 2026-08-13 |
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| Q2 2026 | VCLT VANGUARD LONG TERM CORPORATE BOND ETF | | EXCHANGE-TRADED-FUND | 1,117 | 0 | -1,117 | $83,462 | $0 | -$83,462 | 2026-08-13 |
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| Q2 2026 | CGW INVESCO EXCH TRADED FD TR II S&P GBL ETF | | EXCHANGE-TRADED-FUND | 1,275 | 0 | -1,275 | $81,524 | $0 | -$81,524 | 2026-08-13 |
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| Q2 2026 | FTGC FIRST TR EXCHANGE TRAD FD VII FST TR | | EXCHANGE-TRADED-FUND | 2,825 | 0 | -2,825 | $81,106 | $0 | -$81,106 | 2026-08-13 |
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| Q2 2026 | VTV VANGUARD VALUE ETF | | EXCHANGE-TRADED-FUND | 410 | 0 | -410 | $80,442 | $0 | -$80,442 | 2026-08-13 |
|---|
| Q2 2026 | IDV ISHARES TR INTL SEL DIV ETF | | EXCHANGE-TRADED-FUND | 1,884 | 0 | -1,884 | $80,183 | $0 | -$80,183 | 2026-08-13 |
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| Q2 2026 | IWS ISHARES RUSSELL MIDCAP VALUE ETF | | EXCHANGE-TRADED-FUND | 541 | 0 | -541 | $78,845 | $0 | -$78,845 | 2026-08-13 |
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| Q2 2026 | SPLV INVESCO EXCHNG TRADED FD TR II S&P500 LO | | EXCHANGE-TRADED-FUND | 1,020 | 0 | -1,020 | $74,603 | $0 | -$74,603 | 2026-08-13 |
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