AWM
IBTA icon

Abound Wealth Management’s Ibotta IBTA Stock Holding History

Abound Wealth Management’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.6K Hold
604
– – ﹤0.01% 363
2026
Q1 		$18.1K Hold
604
– – ﹤0.01% 422
2025
Q4 		$13.7K Hold
604
– – ﹤0.01% 441
2025
Q3 		$16.8K Buy
+604
New +$18.9K ﹤0.01% 395

Other funds holding IBTA

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Abound Wealth Management's IBTA Position: Q2 2026 in Review

Abound Wealth Management held its Ibotta (IBTA) position steady in Q2 2026 at 604 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Abound Wealth Management first reported a position in IBTA in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Abound Wealth Management held 604 shares of Ibotta worth $20.6K as of Q2 2026.
  • Abound Wealth Management left its Ibotta share count unchanged in Q2 2026.
  • Ibotta made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Abound Wealth Management first reported a position in Ibotta in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.