II
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Impact Investors, Inc13F | |
| Impact Investors, Inc | |
| Last update 2025-07-21 | 91 Stocks (6 new) |
| Value $142.00 Mil | Turnover 6 % |
Impact Investors, Inc Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPTL |
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
| 688,286 | 18,294.6 | +10.72% | 12.930 | +1.25% | 0.160 | -2.22% | -0.95% | 11,151.6 | ||
NULG | Nuveen ESG Large-Cap Growth ETF | 127,538 | 11,982.2 | -1.64% | 8.470 | -0.13% | 0.730 | +22.81% | +13.07% | 1,693.7 | ||
IAU | iShares Gold Trust | 158,287 | 9,870.8 | -1.18% | 6.980 | -0.09% | 0.020 | +0.78% | +28.32% | 48,420.9 | ||
ESGD | iShares MSCI EAFE ESG Select ETF | 84,839 | 7,569.3 | +1.74% | 5.350 | +0.09% | 0.080 | +8.01% | +18.85% | 9,890.5 | ||
SUSB |
iShares ESG 1-5 Year USD Corporate Bond ETF
iShares ESG 1-5 Year USD Corporate Bond ETF
| 300,236 | 7,556.9 | +11.04% | 5.340 | +0.53% | 0.760 | +0.52% | +1.54% | 988.3 | ||
AGZ | iShares Agency Bond ETF | 52,408 | 5,749.1 | -19.02% | 4.060 | -1.05% | 0.940 | -0.22% | +1.12% | 611.4 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 88,104 | 5,269.5 | +15.00% | 3.720 | +0.49% | 0.020 | -0.17% | +2.16% | 31,579.5 | ||
BCD |
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Free ETF
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Free ETF
| 101,524 | 3,365.5 | +2.39% | 2.380 | +0.06% | 1.240 | +3.04% | +8.27% | 286.6 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 52,609 | 3,092.3 | +19.45% | 2.190 | +0.36% | 0.010 | -0.32% | +0.62% | 22,497.1 | ||
DSI | iShares ESG MSCI KLD 400 ETF | 25,510 | 2,963.2 | +22.31% | 2.090 | +0.38% | 0.060 | +19.77% | +8.79% | 4,797.4 |
Impact Investors, Inc's Historical Top Holdings Breakdowns
Impact Investors, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPTL |
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
| 2025-06-30 | Add Add | +1.25% | 25.35 ($26.26) 27.78 | $25.94 | -1.22% | Add 10.72% | 688,286 | 66,623 | |
AGZ | iShares Agency Bond ETF | 2025-06-30 | Reduce Reduce | -1.05% | 108.32 ($109.03) 109.92 | $109.17 | 0.13% | Reduce -19.02% | 52,408 | -12,310 | |
SMI | VanEck HIP Sustainable Muni ETF | 2025-06-30 | Sold Out Sold Out | -0.66% | 43.87 ($44.46) 45.15 | $44.29 | -0.38% | Sold Out | 0 | -18,730 | |
SUSB |
iShares ESG 1-5 Year USD Corporate Bond ETF
iShares ESG 1-5 Year USD Corporate Bond ETF
| 2025-06-30 | Add Add | +0.53% | 24.66 ($24.94) 25.17 | $25.08 | 0.56% | Add 11.04% | 300,236 | 29,851 | |
ETHO |
Amplify Etho Climate Leadership U.S. ETF
Amplify Etho Climate Leadership U.S. ETF
| 2025-06-30 | New Buy New Buy | +0.49% | 47.91 ($55.13) 58.26 | $60.07 | 8.97% | New holding | 11,855 | 11,855 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.49% | 58.63 ($59.2) 59.97 | $59.25 | 0.08% | Add 15% | 88,104 | 11,495 | |
MID |
American Century Mid Cap Growth Impact ETF
American Century Mid Cap Growth Impact ETF
| 2025-06-30 | Reduce Reduce | -0.38% | 49.7 ($60.14) 66.04 | $66.16 | 10.01% | Reduce -16.52% | 43,940 | -8,698 | |
DSI | iShares ESG MSCI KLD 400 ETF | 2025-06-30 | Add Add | +0.38% | 91.62 ($106.43) 116.16 | $119.94 | 12.69% | Add 22.31% | 25,510 | 4,653 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.36% | 58.32 ($58.58) 58.98 | $58.54 | -0.07% | Add 19.45% | 52,609 | 8,568 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-06-30 | New Buy New Buy | +0.35% | 83.97 ($87.25) 92.85 | $85.90 | -1.55% | New holding | 5,564 | 5,564 |
Impact Investors, Inc Total Holding History ($B)
Impact Investors, Inc's Asset Allocation
Impact Investors, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Impact Investors, Inc's Hypothetical Growth since 2025-06-30
Impact Investors, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Impact Investors, Inc's Holdings Heat Map
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Impact Investors, Inc's Holdings Bubble Chart
Impact Investors, Inc News
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