True Wealth Design’s Ibotta IBTA Stock Holding History

True Wealth Design’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	$1.02K	Buy	30 +6	+25%	+$200	﹤0.01%	1964
2026 Q1	$720	Buy	+24	New	+$561	﹤0.01%	1922
2025 Q4	–	Sell	-109	Closed	-$3.04K	–	2867
2025 Q3	$3.04K	Buy	+109	New	+$3.42K	﹤0.01%	1306
2025 Q2	–	Sell	-16	Closed	-$676	–	2853
2025 Q1	$676	Buy	+16	New	+$937	﹤0.01%	1431

Other funds holding IBTA

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

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

True Wealth Design increased its Ibotta (IBTA) stake by 25% in Q2 2026, buying an estimated $200 and bringing the position to 30 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

True Wealth Design first reported a position in IBTA in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.04K in Q3 2025. 7 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

True Wealth Design held 30 shares of Ibotta worth $1.02K as of Q2 2026.
True Wealth Design bought 6 Ibotta shares in Q2 2026, an estimated $200.
Ibotta made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1964 holding.
True Wealth Design first reported a position in Ibotta in Q1 2025 and has held it in 4 quarters since.
True Wealth Design's Ibotta position peaked at $3.04K in Q3 2025.
7 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

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