IBMN β€” ISHARES TR

Ownership history in POSTROCK PARTNERS LLC  Β·  4 quarters on record

AI Ownership Summary

POSTROCK PARTNERS LLC reported ISHARES TR (IBMN) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.28% in 2025 Q2. The latest visible filing shows IBMN at 0.26% 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.

What this IBMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was POSTROCK PARTNERS 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
2025 Q3

IBMN was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2025 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.

How POSTROCK PARTNERS LLC held IBMN β€” position size vs. price
% of Fund (quarterly)    IBMN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 22,268 β€” 0% 0.26% $597K 2025-10-28 $26.68
2025 Q2 ADDED 22,268 +1,400 +6.7% 0.28% $596K 2025-07-15 $26.50
2025 Q1 ADDED 20,868 +1,248 +6.4% 0.28% $558K 2025-05-02 $26.31
2024 Q4 INITIATED 19,620 β€” β€” 0.25% $522K 2025-02-10 $26.21

🏒 Other funds also holding IBMN

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About POSTROCK PARTNERS LLC and IBMN

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

How long has POSTROCK PARTNERS LLC reported owning IBMN?

POSTROCK PARTNERS LLC reported IBMN across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported IBMN position in POSTROCK PARTNERS LLC's portfolio?

The largest reported portfolio weight for IBMN was 0.28% in 2025 Q2.

What is the latest reported IBMN position on this page?

The most recent filing on this page is 2025 Q3, when POSTROCK PARTNERS LLC reported 22,268 shares, equal to 0.26% of portfolio, with an estimated market value of $597K.

What does the chart on this IBMN ownership page compare?

The chart compares POSTROCK PARTNERS LLC's quarterly IBMN 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.

← Back to POSTROCK PARTNERS LLC Holdings