Conrad Siegel Investment Advisors, Inc. Sells in Q2 2025

Conrad Siegel Investment Advisors, Inc.

  • $446 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
-12.8K
- 10.56%
$62.83 - $72.45 $806K - $930K
109K $7.31M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-27.6K
- 48.05%
$23.96 - $24.27 $662K - $671K
29.9K $725K
AVUV
American Centy ETF Tr Avantis

ETFs
-7.76K
- 16.53%
$75.17 - $91.21 $584K - $708K
39.2K $3.57M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-20.5K
- 34.97%
N/A
38.1K $904K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-19.9K
- 54.99%
$22.3 - $22.57 $443K - $449K
16.3K $366K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-14.4K
- 40.42%
$22.81 - $22.97 $327K - $330K
21.2K $485K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-12.9K
- 25.98%
$25.04 - $25.18 $323K - $325K
36.7K $925K
VTV
Vanguard Value ETF

ETFs
-1.55K
- 15.88%
$153.67 - $176.74 $238K - $274K
8.22K $1.45M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-9.15K
- 30.94%
$23.29 - $23.38 $213K - $214K
20.4K $477K
AAPL
Apple Inc.

Technology
-161
- 1.55%
$172.42 - $223.89 $27.8K - $36K
10.2K $2.09M
XOM
Exxon Mobil Corp

Energy
-142
- 7.01%
$99.93 - $119.04 $14.2K - $16.9K
1.89K $203K
LLY
Eli Lilly & CO

Healthcare
-28
- 8.51%
$713.71 - $898.95 $20K - $25.2K
301 $234K
LRGF
Ishares Tr

ETFs
-42.1K
- 10.23%
$51.37 - $64.13 $2.16M - $2.7M
369K $23.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-23
- 4.05%
$496.48 - $617.85 $11.4K - $14.2K
545 $336K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4
- 0.19%
$149.76 - $186.42 $599 - $746
2.07K $385K
VBR
Vanguard Small Cap Value ETF

ETFs
-91
- 2.06%
$162.76 - $195.77 $14.8K - $17.8K
4.34K $845K
JPM
Jpmorgan Chase & CO

Financial Services
-23
- 1.94%
$210.28 - $289.91 $4.84K - $6.67K
1.16K $336K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.66K
- 2.19%
$47.29 - $53.34 $78.6K - $88.7K
74.3K $3.91M
GOOGL
Alphabet Inc.

Communication Services
-31
- 0.33%
$144.7 - $178.6 $4.49K - $5.54K
9.27K $1.63M
NVDA
Nvidia Corp

Technology
-180
- 2.04%
$94.31 - $157.99 $17K - $28.4K
8.64K $1.37M
MSFT
Microsoft Corp

Technology
-43
- 1.02%
$354.56 - $497.45 $15.2K - $21.4K
4.17K $2.07M
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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