Question 1

How many shares of IBB does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 19,624 shares of IBB (ISHARES TR).

Question 2

What is &PARTNERS's IBB position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's IBB position is worth $3.3M.

Question 3

Is &PARTNERS buying or selling IBB?

Accepted Answer

In 2026-Q1, &PARTNERS increased their IBB position (+2.1% change in shares).

Question 4

When did &PARTNERS first buy IBB?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in IBB in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	19,624	+2.1%	$3.3M	0.0%	$170.10	27
2025-Q4	Increased	19,211	+22.0%	$3.2M	0.0%	$168.89	32
2025-Q3	Increased	15,749	+3.5%	$2.3M	0.0%	$142.26	27
2025-Q2	Increased	15,209	+1.3%	$1.9M	0.0%	$126.26	26
2025-Q1	Increased	15,014	+9.0%	$2M	0.0%	$130.07	28
2024-Q4	Increased	13,777	+50.7%	$1.8M	0.0%	$131.33	36
2024-Q3	Decreased	9,142	-13.6%	$1.3M	0.0%	$144.46	0
2024-Q2	Increased	10,580	+65.8%	$1.5M	0.1%	$136.66	37

IBBShowing 8 of 29 quarters

IBB
Showing 8 of 29 quarters