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Bullock Wealth Management’s IBEX IBEX Stock Holding History

Bullock Wealth Management’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
Q3 		$35.5K Buy
+802
New +$29.7K 0.01% 310

Other funds holding IBEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bullock Wealth Management's IBEX Position: Q3 2026 in Review

Bullock Wealth Management opened a new position in IBEX (IBEX) in Q3 2026: 802 shares worth $35.5K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings.

8 funds tracked by Wall St. Rank hold IBEX as of Q3 2026.

  • Bullock Wealth Management held 802 shares of IBEX worth $35.5K as of Q3 2026.
  • IBEX was a new Bullock Wealth Management position in Q3 2026.
  • IBEX made up 0.01% of Bullock Wealth Management's portfolio in Q3 2026, its #310 holding.
  • 8 funds tracked by Wall St. Rank held IBEX as of Q3 2026.

Based on Bullock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.