Bank of America’s Ioneer IONR Stock Holding History

Bank of America’s Portfolio IONR Stock Details IONR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2	Closed	-$5	–	8512
2025 Q2	$5	Sell	2 -6,544	-100%	-$22.1K	﹤0.01%	8321
2025 Q1	$25.6K	Hold	6,546	–	–	﹤0.01%	6905
2024 Q4	$26.1K	Buy	+6,546	New	+$37.5K	﹤0.01%	6788

Other funds holding IONR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's IONR Position: Q3 2025 in Review

Bank of America sold out of Ioneer (IONR) in Q3 2025, closing a stake of 2 shares — an estimated $5 sold.

Bank of America first reported a position in IONR in Q4 2024 and held it in 3 quarters. The position peaked at $26.1K in Q4 2024. 13 funds tracked by Wall St. Rank hold IONR as of Q3 2025.

Bank of America reported no remaining Ioneer position as of Q3 2025 after selling out during the quarter.
Bank of America sold 2 Ioneer shares in Q3 2025, an estimated $5.
Bank of America first reported a position in Ioneer in Q4 2024 and held it in 3 quarters.
Bank of America's Ioneer position peaked at $26.1K in Q4 2024.
13 funds tracked by Wall St. Rank held Ioneer as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.