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Disclosery

Karpus Management, Inc.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Karpus Management, Inc. on IWB, newest first. How the timeline and the estimate are built.

Karpus Management, Inc. held 74,490 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,490 shares
    Change vs previous 13F -10,606 shares

    0.88% of the 13F portfolio, value $30,503,708.

    13F-HR 0001072613-26-000683 filed by Karpus Management, Inc.
    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 85,096 shares
    Change vs previous 13F +98 shares

    0.95% of the 13F portfolio, value $30,341,876.

    13F-HR 0001072613-26-000439 filed by Karpus Management, Inc.
    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/A 84,998 shares
    Change vs previous 13F -779 shares

    0.97% of the 13F portfolio, value $31,741,701.

    13F-HR/A 0001072613-26-000189 filed by Karpus Management, Inc.
    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 85,777 shares
    Change vs previous 13F +309 shares

    0.99% of the 13F portfolio, value $31,349,825.

    13F-HR 0001072613-25-000825 filed by Karpus Management, Inc.
    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 85,468 shares
    Change vs previous 13F +49,018 shares

    0.94% of the 13F portfolio, value $29,022,413.

    13F-HR 0001072613-25-000614 filed by Karpus Management, Inc.
    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 36,450 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $11,180,681.

    13F-HR 0001072613-25-000398 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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