B
IBEX icon

Bailard’s IBEX IBEX Stock Holding History

Bailard’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,102
Closed -$233K – 780
2025
Q4 		$233K Buy
+6,102
New +$226K 0.01% 668

Other funds holding IBEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bailard's IBEX Position: Q1 2026 in Review

Bailard sold out of IBEX (IBEX) in Q1 2026, closing a stake of 6,102 shares — an estimated $233K sold.

Bailard first reported a position in IBEX in Q4 2025 and held it in 1 quarter. The position peaked at $233K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Bailard reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
  • Bailard sold 6,102 IBEX shares in Q1 2026, an estimated $233K.
  • Bailard first reported a position in IBEX in Q4 2025 and held it in 1 quarter.
  • Bailard's IBEX position peaked at $233K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.