Boston Standard Wealth Management, LLC Incresed Positions in Q3 2025

Boston Standard Wealth Management, LLC

  • $594 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
86.3K
+ 907.57%
$49.09 - $50.58 $4.24M - $4.36M
95.8K $4.83M
BND
Vanguard Bd Index Fd Inc Total

ETFs
33.2K
+ 3.88%
$72.57 - $74.72 $2.41M - $2.48M
888K $66M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
26.3K
+ 50.31%
$91.44 - $91.77 $2.41M - $2.42M
78.7K $7.22M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
860
+ 0.25%
$74.93 - $80.73 $64.4K - $69.4K
342K $27.6M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10.8K
+ 15.34%
$109.47 - $119.06 $1.18M - $1.29M
81.2K $9.61M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.21K
+ 0.59%
$42.26 - $47.16 $93.5K - $104K
376K $17.4M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
23.9K
+ 3.34%
$50.85 - $51.35 $1.21M - $1.23M
739K $37.8M
SPTS
Spdr Portfolio Short Term Trea

ETFs
37.6K
+ 5.03%
$29.12 - $29.34 $1.1M - $1.1M
785K $23M
REET
Ishares Global Reit ETF

ETFs
21K
+ 3.43%
$24.45 - $25.91 $513K - $544K
633K $16.2M
VXF
Vanguard Extended Market ETF

ETFs
617
+ 1.75%
$193.58 - $213.07 $119K - $131K
35.8K $7.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
466
+ 1.03%
$133.48 - $144.38 $62.2K - $67.3K
45.5K $6.49M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5
+ 0.01%
$42.67 - $46.91 $213 - $235
73.4K $3.44M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.69K
+ 16.41%
$41.34 - $45.65 $111K - $123K
19.1K $860K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.59K
+ 17.57%
$39.06 - $43.42 $101K - $113K
17.4K $753K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
4.74K
+ 3.96%
$21.91 - $22.57 $104K - $107K
124K $2.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.25K
+ 4.38%
$49.78 - $50.75 $112K - $114K
53.7K $2.72M
DSI
Ishares Msci Kld 400 Social Et

ETFs
26
+ 0.23%
$115.96 - $125.95 $3.01K - $3.27K
11.2K $1.41M
AOA
Ishares Tr Core Aggressive All

ETFs
776
+ 9.84%
$82.71 - $88.14 $64.2K - $68.4K
8.66K $763K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.03K
+ 3.51%
$30.02 - $30.29 $90.9K - $91.7K
89.2K $2.7M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.08%
$175.16 - $255.24 $175 - $255
1.33K $324K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.13K
+ 2.79%
$47.76 - $48.46 $54.2K - $55K
41.7K $2.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.25%
$617.65 - $666.84 $1.24K - $1.33K
812 $540K
VT
Vanguard Total World Stk Index

ETFs
7
+ 0.27%
$128.41 - $138.03 $899 - $966
2.61K $358K
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.35%
$181.56 - $190.33 $1.27K - $1.33K
2K $378K
AMZN
Amazon Com Inc

Consumer Cyclical
74
+ 4.65%
$211.65 - $238.24 $15.7K - $17.6K
1.67K $365K
NYF
Ishares New York Muni Bond ETF

ETFs
54
+ 0.78%
$51.6 - $53.44 $2.79K - $2.89K
6.95K $370K
BNDX
Vanguard Total International B

ETFs
176
+ 2.36%
$49.0 - $49.51 $8.62K - $8.71K
7.64K $377K
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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