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True Wealth Design’s Independent Bank Corp IBCP Stock Holding History

True Wealth Design’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05K Hold
29
– – ﹤0.01% 1959
2026
Q1 		$966 Hold
29
– – ﹤0.01% 1810
2025
Q4 		$944 Hold
29
– – ﹤0.01% 1727
2025
Q3 		$899 Buy
29
+25
+625% +$808 ﹤0.01% 1783
2025
Q2 		$130 Buy
+4
New +$124 ﹤0.01% 2180

Other funds holding IBCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

True Wealth Design's IBCP Position: Q2 2026 in Review

True Wealth Design held its Independent Bank Corp (IBCP) position steady in Q2 2026 at 29 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

True Wealth Design first reported a position in IBCP in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • True Wealth Design held 29 shares of Independent Bank Corp worth $1.05K as of Q2 2026.
  • True Wealth Design left its Independent Bank Corp share count unchanged in Q2 2026.
  • Independent Bank Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1959 holding.
  • True Wealth Design first reported a position in Independent Bank Corp in Q2 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.