Cerity Partners

Cerity Partners’s Independent Bank INDB Stock Holding History

Cerity Partners’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 Q1	$5.19M	Sell	69,042 -2,661	-4%	-$209K	0.01%	993
2025 Q4	$5.24M	Sell	71,703 -2,028	-3%	-$144K	0.01%	899
2025 Q3	$5.1M	Sell	73,731 -154	-0.2%	-$10.5K	0.01%	843
2025 Q2	$4.65M	Sell	73,885 -2,907	-4%	-$177K	0.01%	829
2025 Q1	$4.81M	Buy	76,792 +62,192	+426%	+$4.09M	0.01%	747
2024 Q4	$872K	Sell	14,600 -648	-4%	-$43.2K	﹤0.01%	1485
2024 Q3	$902K	Buy	15,248 +4,805	+46%	+$282K	﹤0.01%	1450
2024 Q2	$530K	Sell	10,443 -6,318	-38%	-$316K	﹤0.01%	1519
2024 Q1	$872K	Buy	+16,761	New	+$927K	﹤0.01%	1341
2023 Q2	–	Sell	-804	Closed	-$896K	–	1802
2023 Q1	$896K	Buy	+804	New	+$61.5K	﹤0.01%	1025
2019 Q2	–	Sell	-2,840	Closed	-$230K	–	533
2019 Q1	$230K	Sell	2,840 -29	-1%	-$2.3K	0.02%	471
2018 Q4	$202K	Buy	2,869 +444	+18%	+$34.4K	0.01%	483
2018 Q3	$200K	Buy	+2,425	New	+$212K	0.01%	513
2017 Q4	–	Sell	-5,218	Closed	-$390K	–	575
2017 Q3	$390K	Buy	+5,218	New	+$363K	0.03%	371

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