Skip to content
Disclosery

IBEX WEALTH ADVISORS: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IBEX WEALTH ADVISORS on FBND, newest first. How the timeline and the estimate are built.

IBEX WEALTH ADVISORS held 23,856 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,856 shares
    Change vs previous 13F +109 shares

    0.09% of the 13F portfolio, value $1,085,210.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,747 shares
    Change vs previous 13F +36 shares

    0.1% of the 13F portfolio, value $1,083,316.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,711 shares
    Change vs previous 13F -1,139 shares

    0.11% of the 13F portfolio, value $1,091,672.

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,850 shares
    Change vs previous 13F -274 shares

    0.11% of the 13F portfolio, value $1,149,061.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,124 shares
    Change vs previous 13F -716 shares

    0.12% of the 13F portfolio, value $1,149,408.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,840 shares
    Change vs previous 13F -1,115 shares

    0.16% of the 13F portfolio, value $1,179,616.

    13F-HR 0001686242-25-000002 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,955 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,209,470.

    13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).