Question 1

How many shares of IBMN does Focus Partners Wealth own?

Accepted Answer

Focus Partners Wealth previously held 0 shares of IBMN (ISHARES) before exiting the position in 2025-Q4.

Question 2

What is Focus Partners Wealth's IBMN position worth?

Accepted Answer

Focus Partners Wealth's IBMN position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is Focus Partners Wealth buying or selling IBMN?

Accepted Answer

In 2025-Q4, Focus Partners Wealth exited their IBMN position entirely (-100.0% change in shares).

Question 4

When did Focus Partners Wealth first buy IBMN?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in IBMN in 2023-Q4. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$26.67	0
2025-Q3	Decreased	73,822	-4.7%	$2M	0.0%	$26.62	0
2025-Q2	Decreased	77,455	-5.9%	$2.1M	0.0%	$26.46	0
2025-Q1	Decreased	82,346	-53.2%	$2.2M	0.0%	$26.28	0
2024-Q4	Increased	175,966	+103.7%	$4.7M	0.0%	$26.06	43
2024-Q3	Decreased	86,404	-89.3%	$2.3M	0.0%	$25.95	0
2024-Q2	Decreased	804,566	-64.3%	$21.3M	0.1%	$25.65	0
2024-Q1	Decreased	2.3M	-3.5%	$59.6M	0.5%	$25.49	0
2023-Q4	New	2.3M	-	$62M	0.8%	$25.49	58

IBMN9 quarters

IBMN
9 quarters