SIA
IBAC

Schechter Investment Advisors’s IB Acquisition Corp IBAC Stock Holding History

Schechter Investment Advisors’s Portfolio IBAC Stock Details IBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.92M Sell
283,579
-21,795
-7% -$223K 0.24% 84
2024
Q4 		$3.09M Sell
305,374
-173,667
-36% -$1.75M 0.24% 85
2024
Q3 		$4.79M Sell
479,041
-151,689
-24% -$1.52M 0.35% 53
2024
Q2 		$6.29M Buy
+630,730
New +$6.29M 0.47% 42

Other funds holding IBAC

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MTCM
Mint Tower Capital Management Amsterdam, Netherlands $1.12B AUM 19.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Schechter Investment Advisors's IBAC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its IB Acquisition Corp (IBAC) stake by 7.1% in Q1 2025, selling an estimated $223K and leaving 283,579 shares worth $2.92M. The position accounts for 0.24% of the portfolio, ranked #84.

Schechter Investment Advisors first reported a position in IBAC in Q2 2024 and has held it in 4 quarters since. The position peaked at $6.29M in Q2 2024. 40 funds tracked by Wall St. Rank hold IBAC as of Q1 2025.

  • Schechter Investment Advisors held 283,579 shares of IB Acquisition Corp worth $2.92M as of Q1 2025.
  • Schechter Investment Advisors sold 21,795 IB Acquisition Corp shares in Q1 2025, an estimated $223K.
  • IB Acquisition Corp made up 0.24% of Schechter Investment Advisors's portfolio in Q1 2025, its #84 holding.
  • Schechter Investment Advisors first reported a position in IB Acquisition Corp in Q2 2024 and has held it in 4 quarters since.
  • Schechter Investment Advisors's IB Acquisition Corp position peaked at $6.29M in Q2 2024.
  • 40 funds tracked by Wall St. Rank held IB Acquisition Corp as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.