IA
CMDB

IFP Advisors’s Costamare Bulkers Holdings CMDB Stock Holding History

IFP Advisors’s Portfolio CMDB Stock Details CMDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667 Hold
38
– – ﹤0.01% 4616
2026
Q1 		$588 Hold
38
– – ﹤0.01% 4378
2025
Q4 		$586 Hold
38
– – ﹤0.01% 4244
2025
Q3 		$546 Buy
+38
New +$390 ﹤0.01% 4150
2025
Q2 		– Hold
0
– – – 4745

Other funds holding CMDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $77.9M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's CMDB Position: Q2 2026 in Review

IFP Advisors held its Costamare Bulkers Holdings (CMDB) position steady in Q2 2026 at 38 shares worth $667. The position accounts for ﹤0.01% of the portfolio, ranked #4616.

IFP Advisors first reported a position in CMDB in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • IFP Advisors held 38 shares of Costamare Bulkers Holdings worth $667 as of Q2 2026.
  • IFP Advisors left its Costamare Bulkers Holdings share count unchanged in Q2 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4616 holding.
  • IFP Advisors first reported a position in Costamare Bulkers Holdings in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.