Rebalance, LLC Purchases in Q2 2025

Rebalance, LLC

  • $1.47 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.21M
+ 10.12%
$19.1 - $23.83 $23.1M - $28.8M
13.2M $314B
VTI
Vanguard Total Stock Market Et

ETFs
85.6K
+ 13.0%
$243.75 - $303.93 $20.9M - $26M
745K $226B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
35.9K
+ 9.42%
$90.56 - $109.49 $3.25M - $3.93M
417K $45.5B
IWV
Ishares Russell 3000 ETF

ETFs
5.76K
+ 30.56%
$281.67 - $351.0 $1.62M - $2.02M
24.6K $8.63B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
119K
+ 201.88%
$21.57 - $21.99 $2.57M - $2.62M
178K $3.91B
VCIT
Vanguard Intermediate Term Cor

ETFs
15.8K
+ 1.66%
$79.56 - $82.92 $1.26M - $1.31M
968K $80.3B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
101K
+ 141.32%
$22.3 - $22.57 $2.24M - $2.27M
172K $3.86B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
98.5K
+ 141.36%
$22.81 - $22.97 $2.25M - $2.26M
168K $3.86B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
93.3K
+ 136.66%
$23.29 - $23.38 $2.17M - $2.18M
162K $3.77B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
94.1K
+ 162.95%
$22.09 - $22.44 $2.08M - $2.11M
152K $3.4B
IEFA
Ishares Tr

ETFs
19.4K
New
$67.83 - $84.09 $1.31M - $1.63M
19.4K $1.62B
IWF
Ishares Russell 1000 Gr ETF

ETFs
593
+ 2.86%
$320.42 - $424.58 $190K - $252K
21.3K $9.05B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
8.56K
+ 48.29%
$83.8 - $101.39 $717K - $868K
26.3K $2.66B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.55K
+ 0.2%
$96.84 - $99.46 $246K - $253K
1.3M $129B
NOW
Service Now, Inc.

Technology
468
New
$721.65 - $1040.18 $338K - $487K
468 $481M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.04%
$496.48 - $617.85 $1.49K - $1.85K
7.91K $4.88B
IWM
Ishares Russell 2000 ETF

ETFs
442
+ 3.07%
$174.82 - $215.79 $77.3K - $95.4K
14.9K $3.21B
IWD
Ishares Russell 1000 Val ETF

ETFs
188
+ 0.44%
$166.82 - $194.23 $31.4K - $36.5K
42.7K $8.3B
CRM
Salesforce, Inc.

Technology
1.04K
New
$236.26 - $291.15 $246K - $303K
1.04K $284M
VUG
Vanguard Growth ETF

ETFs
536
New
$329.49 - $438.4 $177K - $235K
536 $235M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
10.9K
New
$20.04 - $20.55 $219K - $224K
10.9K $224M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
11.3K
New
$19.44 - $19.88 $219K - $224K
11.3K $224M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.36K
+ 0.87%
$51.1 - $53.29 $69.3K - $72.3K
158K $8.42B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.2K
+ 1.61%
N/A
454K $11B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.23K
+ 1.39%
$23.96 - $24.27 $149K - $151K
453K $11B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.1K
+ 1.04%
$72.02 - $73.82 $151K - $155K
203K $15B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.99K
+ 1.63%
$25.04 - $25.18 $175K - $176K
436K $11B
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
125
+ 0.68%
$50.48 - $64.85 $6.31K - $8.11K
18.5K $1.2B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
258
+ 1.52%
$57.14 - $72.68 $14.7K - $18.8K
17.3K $1.25B
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.32%
$498.8 - $620.9 $4.49K - $5.59K
2.8K $1.74B
IWP
Ishares Russell Mid Cap Growth

ETFs
8
+ 0.1%
$104.34 - $138.68 $835 - $1.11K
7.83K $1.09B
CSCO
Cisco Systems, Inc.

Technology
1.36K
+ 16.49%
$53.19 - $69.38 $72.4K - $94.4K
9.61K $667M
XLK
Technology Sector Spdr

ETFs
4
+ 0.13%
$179.73 - $253.23 $719 - $1.01K
2.97K $752M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.77K
+ 0.97%
$22.7 - $23.33 $40.1K - $41.2K
185K $4.31B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.58K
+ 0.94%
$24.94 - $25.42 $39.4K - $40.1K
169K $4.3B
EWJ
Ishares Msci Japan ETF

ETFs
65
+ 0.82%
$61.32 - $75.28 $3.99K - $4.89K
7.95K $596M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.5K
+ 1.78%
$26.18 - $26.93 $91.6K - $94.2K
200K $5.33B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
544
+ 2.62%
$91.43 - $91.74 $49.7K - $49.9K
21.3K $1.95B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
51
+ 0.3%
$29.12 - $35.84 $1.49K - $1.83K
16.9K $606M
IWS
Ishares Russell Midcap Value E

ETFs
26
+ 0.38%
$110.58 - $132.14 $2.88K - $3.44K
6.92K $914M
XLF
Financial Sector Spdr

ETFs
55
+ 0.33%
$43.92 - $52.37 $2.42K - $2.88K
16.6K $869M
DFUS
Dimensional ETF Tr U S Equity

ETFs
17
+ 0.27%
$53.65 - $67.02 $912 - $1.14K
6.28K $421M
IBHG
Ishares Tr Ibonds 2027 Term Hi
608
+ 1.36%
$21.56 - $22.54 $13.1K - $13.7K
45.3K $1.02B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
594
+ 1.38%
$22.57 - $23.23 $13.4K - $13.8K
43.5K $1.01B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
76
+ 0.69%
$121.58 - $136.74 $9.24K - $10.4K
11.1K $1.51B
IBHE
Ishares Ibonds 2025 Term High

ETFs
412
+ 0.96%
$22.98 - $23.27 $9.47K - $9.59K
43.4K $1.01B
JNJ
Johnson & Johnson

Healthcare
2
+ 0.13%
$146.36 - $159.82 $293 - $320
1.56K $238M
XLV
Select Sector Spdr Fund Health

ETFs
11
+ 0.45%
$128.77 - $144.3 $1.42K - $1.59K
2.48K $334M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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