Arkadios Wealth Advisors’s ICICI Bank IBN Stock Holding History

Arkadios Wealth Advisors’s Portfolio IBN Stock Details IBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,815	Closed	-$203K	–	1744
2025 Q4	$203K	Buy	6,815 +160	+2%	+$4.91K	﹤0.01%	1450
2025 Q3	$201K	Buy	+6,655	New	+$217K	﹤0.01%	1362
2025 Q2	–	Sell	-6,705	Closed	-$211K	–	1338
2025 Q1	$211K	Buy	+6,705	New	+$195K	0.01%	1024
2023 Q3	–	Sell	-9,439	Closed	-$218K	–	728
2023 Q2	$218K	Sell	9,439 -1,007	-10%	-$22.8K	0.03%	549
2023 Q1	$225K	Sell	10,446 -709	-6%	-$14.8K	0.03%	533
2022 Q4	$244K	Buy	+11,155	New	+$248K	0.03%	457
2021 Q4	–	Sell	-1,814	Closed	-$34K	–	1123
2021 Q3	$34K	Buy	1,814 +1,208	+199%	+$22.6K	﹤0.01%	1015
2021 Q2	$10K	Buy	606 +410	+209%	+$6.82K	﹤0.01%	1531
2021 Q1	$3K	Buy	+196	New	+$3.2K	﹤0.01%	1468

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return