BBJS FINANCIAL ADVISORS, LLC IBHE β€” ISHARES TR

Ownership history in BBJS FINANCIAL ADVISORS, LLC  Β·  8 quarters on record

AI Ownership Summary

BBJS FINANCIAL ADVISORS, LLC reported ISHARES TR (IBHE) in 8 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows IBHE at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BBJS FINANCIAL ADVISORS, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

IBHE was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBHE stock page BBJS FINANCIAL ADVISORS, LLC fund profile BBJS FINANCIAL ADVISORS, LLC full holdings
How BBJS FINANCIAL ADVISORS, LLC held IBHE β€” position size vs. price
% of Fund (quarterly)    IBHE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED β€” β€” β€” 10,112 +2 +0.0% 0.08% $236K 2024-11-14 (Est.) $21.95
2024 Q2 REDUCED 6.2% +1.9% ❌ 10,110 -670 -6.2% 0.09% $235K 2024-07-16 $21.52
2024 Q1 ADDED β€” β€” β€” 10,780 +1 +0.0% 0.09% $252K 2024-05-06 $21.29
2023 Q4 ADDED β€” β€” β€” 10,779 +3 +0.0% 0.09% $249K 2024-02-28 $20.91
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IBHE

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.02% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%

FAQ About BBJS FINANCIAL ADVISORS, LLC and IBHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BBJS FINANCIAL ADVISORS, LLC reported owning IBHE?

BBJS FINANCIAL ADVISORS, LLC reported IBHE across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported IBHE position in BBJS FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IBHE was 0.09% in 2024 Q1.

What is the latest reported IBHE position on this page?

The most recent filing on this page is 2024 Q3, when BBJS FINANCIAL ADVISORS, LLC reported 10,112 shares, equal to 0.08% of portfolio, with an estimated market value of $236K.

What does the chart on this IBHE ownership page compare?

The chart compares BBJS FINANCIAL ADVISORS, LLC's quarterly IBHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BBJS FINANCIAL ADVISORS, LLC time their IBHE position?

Based on 13F filing dates vs. subsequent IBHE price moves, BBJS FINANCIAL ADVISORS, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on IBHE relative to SPY over the holding period was -15.1%.

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