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Heron Bay Capital Management’s IBEX IBEX Stock Holding History

Heron Bay Capital 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
2025
Q2 		– Sell
-11,670
Closed -$284K – 128
2025
Q1 		$284K Sell
11,670
-5,970
-34% -$143K 0.06% 76
2024
Q4 		$379K Buy
17,640
+810
+5% +$15.9K 0.08% 69
2024
Q3 		$336K Buy
+16,830
New +$289K 0.07% 69

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Ameriprise
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Acadian Asset Management
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Heron Bay Capital Management's IBEX Position: Q2 2025 in Review

Heron Bay Capital Management sold out of IBEX (IBEX) in Q2 2025, closing a stake of 11,670 shares — an estimated $284K sold.

Heron Bay Capital Management first reported a position in IBEX in Q3 2024 and held it in 3 quarters. The position peaked at $379K in Q4 2024. 142 funds tracked by Wall St. Rank hold IBEX as of Q2 2025.

  • Heron Bay Capital Management reported no remaining IBEX position as of Q2 2025 after selling out during the quarter.
  • Heron Bay Capital Management sold 11,670 IBEX shares in Q2 2025, an estimated $284K.
  • Heron Bay Capital Management first reported a position in IBEX in Q3 2024 and held it in 3 quarters.
  • Heron Bay Capital Management's IBEX position peaked at $379K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held IBEX as of Q2 2025.

Based on Heron Bay Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.