True Wealth Design’s IBEX IBEX Stock Holding History

True Wealth Design’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	$2.94K	Hold	68	–	–	﹤0.01%	1541
2026 Q2	$2.07K	Buy	68 +20	+42%	+$596	﹤0.01%	1681
2026 Q1	$1.29K	Buy	48 +38	+380%	+$1.23K	﹤0.01%	1710
2025 Q4	$382	Sell	10 -17	-63%	-$629	﹤0.01%	2040
2025 Q3	$1.09K	Buy	+27	New	+$858	﹤0.01%	1715
2024 Q4	–	Sell	-1	Closed	-$20	–	1437
2024 Q3	$20	Buy	+1	New	+$17	﹤0.01%	1270

Other funds holding IBEX

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's IBEX Position: Q3 2026 in Review

True Wealth Design held its IBEX (IBEX) position steady in Q3 2026 at 68 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

True Wealth Design first reported a position in IBEX in Q3 2024 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold IBEX as of Q3 2026.

True Wealth Design held 68 shares of IBEX worth $2.94K as of Q3 2026.
True Wealth Design left its IBEX share count unchanged in Q3 2026.
IBEX made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1541 holding.
True Wealth Design first reported a position in IBEX in Q3 2024 and has held it in 6 quarters since.
8 funds tracked by Wall St. Rank held IBEX as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.