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INDB icon

True Wealth Design’s Independent Bank INDB Stock Holding History

True Wealth Design’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 		$12.2K Hold
146
– – ﹤0.01% 992
2026
Q1 		$11K Hold
146
– – ﹤0.01% 945
2025
Q4 		$10.7K Sell
146
-1
-0.7% -$71 ﹤0.01% 838
2025
Q3 		$10.2K Sell
147
-6
-4% -$408 ﹤0.01% 826
2025
Q2 		$9.62K Buy
153
+152
+15,200% +$9.24K ﹤0.01% 599
2025
Q1 		$63 Sell
1
-1
-50% -$66 ﹤0.01% 2322
2024
Q4 		$129 Sell
2
-120
-98% -$8K ﹤0.01% 1263
2024
Q3 		$7.21K Buy
+122
New +$7.17K ﹤0.01% 486

Other funds holding INDB

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EB
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
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

True Wealth Design held its Independent Bank (INDB) position steady in Q2 2026 at 146 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

True Wealth Design first reported a position in INDB in Q3 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • True Wealth Design held 146 shares of Independent Bank worth $12.2K as of Q2 2026.
  • True Wealth Design left its Independent Bank share count unchanged in Q2 2026.
  • Independent Bank made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #992 holding.
  • True Wealth Design first reported a position in Independent Bank in Q3 2024 and has held it in 8 quarters since.
  • 39 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

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