Bay Colony Advisors’s IDEX IEX Stock Holding History

Bay Colony Advisors’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,346	Closed	-$587K	–	529
2025 Q2	$587K	Buy	+3,346	New	+$593K	0.08%	214
2018 Q3	–	Sell	-7	Closed	-$1K	–	515
2018 Q2	$1K	Buy	+7	New	+$978	﹤0.01%	898

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bay Colony Advisors's IEX Position: Q3 2025 in Review

Bay Colony Advisors sold out of IDEX (IEX) in Q3 2025, closing a stake of 3,346 shares — an estimated $587K sold.

Bay Colony Advisors first reported a position in IEX in Q2 2018 and held it in 2 quarters. The position peaked at $587K in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Bay Colony Advisors reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Bay Colony Advisors sold 3,346 IDEX shares in Q3 2025, an estimated $587K.
Bay Colony Advisors first reported a position in IDEX in Q2 2018 and held it in 2 quarters.
Bay Colony Advisors's IDEX position peaked at $587K in Q2 2025.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Bay Colony Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.