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Washington Federal shares owned by HB Wealth Management

Quarter-by-quarter ownership of Washington Federal (WAFD) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Washington Federal

Tip: Access up to 7 years of quarterly data

All positions including Washington Federal held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Washington Federal by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 9.8k 30.29
2025-06-30 $304k 10k 29.28
2025-03-31 $320k 11k 28.58

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Washington Federal

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View all funds holding Washington Federal