Abound Wealth Management’s Installed Building Products IBP Stock Holding History

Abound Wealth Management’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230	Hold	1	–	–	﹤0.01%	1084
2026 Q1	$266	Hold	1	–	–	﹤0.01%	1152
2025 Q4	$260	Hold	1	–	–	﹤0.01%	1098
2025 Q3	$247	Hold	1	–	–	﹤0.01%	1055
2025 Q2	$181	Hold	1	–	–	﹤0.01%	1078
2025 Q1	$172	Sell	1 -1	-50%	-$180	﹤0.01%	1047
2024 Q4	$351	Hold	2	–	–	﹤0.01%	848
2024 Q3	$493	Hold	2	–	–	﹤0.01%	877
2024 Q2	$412	Hold	2	–	–	﹤0.01%	885
2024 Q1	$518	Hold	2	–	–	﹤0.01%	888
2023 Q4	$366	Hold	2	–	–	﹤0.01%	1065
2023 Q3	$250	Hold	2	–	–	﹤0.01%	1066
2023 Q2	$281	Buy	+2	New	+$236	﹤0.01%	1076

Other funds holding IBP

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return