Ibex-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-15
Total Holdings
122
Total Value
756072783
Accession Number
0001686242-25-000002
Form Type
13F-HR
Manager Name
Ibex-Wealth-Advisors
Data Enrichment
79% identified
96 identified26 unidentified

Holdings

122 positions • $756.1M total value
Manager:
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Page 7 of 7
NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND
Shares:11.4K
Value:$117.2K
% of Portfolio:0.0% ($117.2K/$756.1M)
PIMCO Income Strategy Fund II
Shares:11.0K
Value:$82.8K
% of Portfolio:0.0% ($82.8K/$756.1M)