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Mather Group’s IBEX IBEX Stock Holding History

Mather Group’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 		$5.49K Buy
+127
New +$4.7K ﹤0.01% 1797

Other funds holding IBEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 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
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

Mather Group's IBEX Position: Q3 2026 in Review

Mather Group opened a new position in IBEX (IBEX) in Q3 2026: 127 shares worth $5.49K. The stake represents ﹤0.01% of the portfolio and ranks #1797 among its holdings.

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

  • Mather Group held 127 shares of IBEX worth $5.49K as of Q3 2026.
  • IBEX was a new Mather Group position in Q3 2026.
  • IBEX made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1797 holding.
  • 8 funds tracked by Wall St. Rank held IBEX as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.