Gould Asset Management LLC Incresed Positions in Q2 2025

Gould Asset Management LLC

  • $507 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
47.4K
+ 15.16%
$102.02 - $103.5 $4.84M - $4.91M
360K $37.1M
VGSH
Vanguard

ETFs
40.6K
+ 7.9%
$58.32 - $58.95 $2.36M - $2.39M
554K $32.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
24.7K
+ 9.81%
$83.97 - $92.85 $2.07M - $2.29M
276K $24.4M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
40.6K
+ 7.25%
$25.69 - $26.9 $1.04M - $1.09M
600K $15.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.75K
+ 4.72%
$77.94 - $79.5 $760K - $775K
217K $17.2M
LLY
Eli Lilly & CO

Healthcare
1.02K
+ 186.13%
$713.71 - $898.95 $728K - $917K
1.57K $1.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.65K
+ 5.57%
$72.96 - $90.39 $193K - $239K
50.2K $4.48M
EWY
Ishares Inc Msci South Korea E

ETFs
685
+ 5.74%
$48.92 - $72.65 $33.5K - $49.8K
12.6K $906K
VNQ
Vanguard Specialized Funds Van

ETFs
5.01K
+ 3.33%
$79.79 - $91.42 $400K - $458K
156K $13.9M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
680
+ 1.74%
$37.93 - $47.69 $25.8K - $32.4K
39.7K $1.89M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
400
+ 2.49%
$40.95 - $57.85 $16.4K - $23.1K
16.5K $944K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.21K
+ 5.87%
$45.2 - $46.6 $145K - $150K
57.9K $2.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 8.43%
$456.74 - $568.03 $48.4K - $60.2K
1.36K $774K
BAC
Bank Of America Corp

Financial Services
1.61K
+ 20.51%
$34.39 - $47.46 $55.5K - $76.6K
9.48K $448K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
210
+ 0.95%
$30.87 - $39.17 $6.48K - $8.23K
22.3K $873K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.46K
+ 5.19%
$22.81 - $22.97 $102K - $102K
90.4K $2.07M
IBM
International Business Machines Corp

Technology
145
+ 11.81%
$221.03 - $294.78 $32K - $42.7K
1.37K $404K
SHV
Ishares Tr

ETFs
895
+ 2.25%
$110.06 - $110.46 $98.5K - $98.9K
40.6K $4.49M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.7K
+ 4.2%
$23.29 - $23.38 $86.2K - $86.5K
91.8K $2.14M
SYK
Stryker Corp

Healthcare
110
+ 7.37%
$337.37 - $395.63 $37.1K - $43.5K
1.6K $634K
IBMO
Ishares Tr Ibonds December 202

ETFs
3K
+ 17.23%
$25.32 - $25.63 $75.8K - $76.8K
20.4K $522K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.15K
+ 3.49%
$22.3 - $22.57 $70.2K - $71.1K
93.3K $2.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
50
+ 0.97%
$91.62 - $116.16 $4.58K - $5.81K
5.18K $601K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.9K
+ 5.48%
$23.96 - $24.27 $69.4K - $70.3K
55.7K $1.35M
ABBV
Abb Vie Inc.

Healthcare
569
+ 44.01%
$170.16 - $206.27 $96.8K - $117K
1.86K $345K
IBMP
Ishares Tr Ibonds December 202

ETFs
2.78K
+ 15.45%
$24.98 - $25.35 $69.3K - $70.3K
20.7K $525K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.78K
+ 5.58%
$25.04 - $25.18 $69.5K - $69.9K
52.5K $1.32M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.61K
+ 15.83%
$26.41 - $26.76 $68.9K - $69.8K
19.1K $510K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.89K
+ 5.55%
N/A
55K $1.31M
BBD
Bank Bradesco

Financial Services
1.97K
+ 2.77%
$2.02 - $3.09 $3.97K - $6.07K
72.8K $224K
BRF
Vaneck ETF Tr Vaneck Brazil Sm

ETFs
1.13K
+ 6.02%
$11.64 - $15.41 $13.1K - $17.3K
19.8K $305K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.36K
+ 11.38%
$24.66 - $25.17 $58.1K - $59.3K
23.1K $580K
TIP
Ishares Tr Tips Bd ETF

ETFs
575
+ 7.57%
$107.93 - $110.97 $62.1K - $63.8K
8.17K $899K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
3.35K
+ 7.85%
$8.72 - $10.05 $29.2K - $33.7K
46K $462K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
265
+ 8.8%
$60.21 - $75.37 $16K - $20K
3.28K $241K
EWA
Ishares Msci Australia ETF

ETFs
170
+ 1.64%
$20.82 - $26.71 $3.54K - $4.54K
10.6K $277K
ET
Energy Transfer LP

Energy
2.5K
+ 7.33%
$15.65 - $18.93 $39.1K - $47.3K
36.6K $662K
VTV
Vanguard Value ETF

ETFs
16
+ 0.28%
$153.67 - $176.74 $2.46K - $2.83K
5.71K $1.01M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.87K
+ 3.71%
$10.78 - $11.28 $30.9K - $32.3K
80.1K $891K
VALE
Vale S.A.

Basic Materials
2.12K
+ 11.28%
$8.26 - $10.1 $17.5K - $21.4K
20.9K $203K
EWW
Ishares Inc Msci Mexico ETF

ETFs
135
+ 1.81%
N/A
7.61K $433K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
20
+ 0.12%
$46.41 - $47.7 $928 - $954
17.1K $814K
FAN
First Tr Exchange Traded Fd Ii
390
+ 3.3%
N/A
12.2K $0
Bunge Limited
460
+ 10.98%
N/A
4.65K $0
Nuveen Glb High Inc Fd
2.34K
+ 12.41%
N/A
21.2K $0
Dimensional Us Core Equity 1
3.71K
+ 19.46%
N/A
22.8K $0
CB
Chubb LTD

Financial Services
28
+ 3.75%
$274.32 - $302.46 $7.68K - $8.47K
774 $224K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
71
+ 4.47%
$483.48 - $539.8 $34.3K - $38.3K
1.66K $805K
EPD
Enterprise Products Partners L.P.

Energy
4
+ 0.03%
$28.95 - $34.22 $116 - $137
14.8K $458K
Activity Summary
Buys All Purchases 57 New Holdings 7 Increased Positions 50 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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