Question 1

Does Envestnet own IBHI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Envestnet holds 146,393 shares of IBHI, worth $3.4M.

Question 2

How many shares of IBHI does Envestnet own?

Accepted Answer

As of its Q2 2026 13F, Envestnet holds 146,393 shares of IBHI.

Question 3

What is Envestnet's IBHI position worth?

Accepted Answer

As of its Q2 2026 13F, Envestnet's IBHI position is worth $3.4M.

Question 4

Is Envestnet buying or selling IBHI?

Accepted Answer

In Q2 2026, Envestnet increased its IBHI position from 43,272 to 146,393 shares.

Question 5

When did Envestnet first buy IBHI?

Accepted Answer

Envestnet first reported IBHI in its Q2 2025 13F and has listed it in 4 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	146,393	+238.3%	$3.4M	0.0%	$22.88	43
2026-Q1	Increased	43,272	+49.5%	$1M	0.0%	$22.41	35
2025-Q4	New	28,939	-	$683,829	0.0%	$22.49	34
2025-Q3	Exited	0	-100.0%	$0	0.0%	$22.21	0
2025-Q2	New	13,556	-	$321,142	0.0%	$21.69	33

IBHI5 quarters

IBHI
5 quarters