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Legacy Wealth Management (Idaho)’s Investcorp Credit Management BDC ICMB Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio ICMB Stock Details ICMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,500
Closed -$4.05K – 532
2026
Q1 		$4.05K Hold
2,500
– – ﹤0.01% 662
2025
Q4 		$6.75K Hold
2,500
– – ﹤0.01% 487
2025
Q3 		$6.95K Hold
2,500
– – ﹤0.01% 395
2025
Q2 		$6.96K Hold
2,500
– – ﹤0.01% 361
2025
Q1 		$8.03K Hold
2,500
– – 0.01% 368
2024
Q4 		$7.78K Hold
2,500
– – 0.01% 327
2024
Q3 		$7.85K Buy
+2,500
New +$8.11K ﹤0.01% 351

Other funds holding ICMB

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ICMB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Investcorp Credit Management BDC (ICMB) in Q2 2026, closing a stake of 2,500 shares — an estimated $4.05K sold.

Legacy Wealth Management (Idaho) first reported a position in ICMB in Q3 2024 and held it in 7 quarters. The position peaked at $8.03K in Q1 2025. 20 funds tracked by Wall St. Rank hold ICMB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Investcorp Credit Management BDC position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,500 Investcorp Credit Management BDC shares in Q2 2026, an estimated $4.05K.
  • Legacy Wealth Management (Idaho) first reported a position in Investcorp Credit Management BDC in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Investcorp Credit Management BDC position peaked at $8.03K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Investcorp Credit Management BDC as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.