Tudor Financial Inc. IBB — ISHARES TR

Ownership history in Tudor Financial Inc.  ·  7 quarters on record

AI Ownership Summary

Tudor Financial Inc. reported ISHARES TR (IBB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.65% in 2026 Q1. The latest visible filing shows IBB at 0.65% 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 IBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tudor Financial Inc.'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
2026 Q1

IBB was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

IBB stock page Tudor Financial Inc. fund profile Tudor Financial Inc. full holdings
How Tudor Financial Inc. held IBB — position size vs. price
% of Fund (quarterly)    IBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,157 +4,770 +64.6% 0.65% $1.3M 2026-05-14 $171.33
2025 Q4 ADDED — — — 7,387 +4,497 +155.6% 0.64% $1.2M 2026-02-13 $172.37
2025 Q3 UNCHANGED — — — 2,890 — 0% 0.22% $417K 2025-11-14 $163.89
2025 Q2 REDUCED — — — 2,890 -57 -1.9% 0.21% $366K 2025-08-14 $136.94
2025 Q1 UNCHANGED — — — 2,947 — 0% 0.23% $377K 2025-04-16 $117.51
2024 Q4 ADDED — — — 2,947 +165 +5.9% 0.23% $390K 2025-01-16 $132.52
2024 Q3 INITIATED — — — 2,782 — — 0.25% $405K 2024-11-21 $135.59

🏢 Other funds also holding IBB

As of 2026 Q1 — sorted by position size

Michelson Medical Research Foundation, Inc. 3Y 6.02% McElhenny Sheffield Capital Management, LLC 3Y 5.94% Humankind Investments LLC 3Y 4.82% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 4.41% CUMBERLAND ADVISORS INC 3Y 7Y 4.21% Florin Court Capital LLP 3Y 7Y 4.01% Sofinnova Investments, Inc. 3Y 7Y 3.05% WestEnd Advisors, LLC 3Y 7Y 2.64% Audent Global Asset Management, LLC 3Y 2.56% DAFNA Capital Management LLC 3Y 7Y 2.39%

FAQ About Tudor Financial Inc. and IBB

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

How long has Tudor Financial Inc. reported owning IBB?

Tudor Financial Inc. reported IBB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IBB position in Tudor Financial Inc.'s portfolio?

The largest reported portfolio weight for IBB was 0.65% in 2026 Q1.

What is the latest reported IBB position on this page?

The most recent filing on this page is 2026 Q1, when Tudor Financial Inc. reported 12,157 shares, equal to 0.65% of portfolio, with an estimated market value of $1.3M.

What does the chart on this IBB ownership page compare?

The chart compares Tudor Financial Inc.'s quarterly IBB 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 Tudor Financial Inc. time their IBB position?

Based on 13F filing dates vs. subsequent IBB price moves, Tudor Financial Inc. correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on IBB relative to SPY over the holding period was -1.0%.

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