Abound Wealth Management’s Independent Bank INDB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$226	–	1470
2026 Q1	$226	Hold	3	–	–	﹤0.01%	1201
2025 Q4	$220	Hold	3	–	–	﹤0.01%	1141
2025 Q3	$208	Hold	3	–	–	﹤0.01%	1107
2025 Q2	$189	Hold	3	–	–	﹤0.01%	1050
2025 Q1	$188	Sell	3 -1	-25%	-$66	﹤0.01%	1008
2024 Q4	$257	Buy	+4	New	+$267	﹤0.01%	949
2024 Q2	–	Sell	-7	Closed	-$365	–	1239
2024 Q1	$365	Hold	7	–	–	﹤0.01%	1033
2023 Q4	$461	Sell	7 -2	-22%	-$110	﹤0.01%	947
2023 Q3	$442	Hold	9	–	–	﹤0.01%	845
2023 Q2	$401	Buy	+9	New	+$467	﹤0.01%	931

Other funds holding INDB

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Handelsbanken Fonder

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