| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q1 2023 | 103 | 385,611 | 13F-HR | 5/15/2023 | 000168624223000002 | IBEX WEALTH ADVISORS |
| Q4 2022 | 174 | 442,639 | 13F-HR | 2/6/2023 | 000168624223000001 | IBEX WEALTH ADVISORS |
| Q3 2022 | 147 | 384,737 | 13F-HR | 10/31/2022 | 000168624222000003 | IBEX WEALTH ADVISORS |
| Q2 2022 | 155 | 434,230 | 13F-HR | 8/15/2022 | 000168624222000002 | IBEX WEALTH ADVISORS |
| Q1 2022 | 171 | 522,240 | 13F-HR | 5/16/2022 | 000168624222000001 | IBEX WEALTH ADVISORS |
| Q4 2021 | 192 | 564,872 | 13F-HR | 2/22/2022 | 000110465922025414 | IBEX WEALTH ADVISORS |
| Q3 2021 | 448 | 519,353 | 13F-HR | 11/12/2021 | 000110465921137939 | IBEX WEALTH ADVISORS |
| Q2 2021 | 182 | 500,200 | 13F-HR | 8/20/2021 | 000110465921108192 | IBEX WEALTH ADVISORS |
| Q1 2021 | 111 | 405,470 | 13F-HR | 5/5/2021 | 000168624221000002 | IBEX WEALTH ADVISORS |
| Q4 2020 | 101 | 382,865 | 13F-HR | 1/22/2021 | 000168624221000001 | IBEX WEALTH ADVISORS |
| Q3 2020 | 95 | 344,545 | 13F-HR | 10/23/2020 | 000168624220000004 | IBEX WEALTH ADVISORS |
| Q2 2020 | 98 | 311,173 | 13F-HR | 8/14/2020 | 000168624220000003 | IBEX WEALTH ADVISORS |
| Q1 2020 | 91 | 256,842 | 13F-HR | 5/5/2020 | 000168624220000002 | IBEX WEALTH ADVISORS |
| Q4 2019 | 100 | 326,301 | 13F-HR | 1/24/2020 | 000168624220000001 | IBEX WEALTH ADVISORS |
| Q3 2019 | 93 | 301,376 | 13F-HR | 11/12/2019 | 000168624219000004 | IBEX WEALTH ADVISORS |
| Q2 2019 | 454 | 346,634 | 13F-HR | 7/30/2019 | 000168624219000003 | IBEX WEALTH ADVISORS |
| Q1 2019 | 98 | 285,302 | 13F-HR | 5/1/2019 | 000168624219000002 | IBEX WEALTH ADVISORS |
| Q4 2018 | 72 | 218,981 | 13F-HR | 2/1/2019 | 000168624219000001 | IBEX WEALTH ADVISORS |
| Q3 2018 | 89 | 279,394 | 13F-HR | 10/9/2018 | 000168624218000007 | IBEX WEALTH ADVISORS |
| Q2 2018 | 86 | 249,766 | 13F-HR | 9/24/2018 | 000168624218000006 | IBEX WEALTH ADVISORS |
| Q1 2018 | 84 | 246,438 | 13F-HR | 6/13/2018 | 000168624218000004 | IBEX WEALTH ADVISORS |
| Q4 2017 | 89 | 225,897 | 13F-HR | 2/13/2018 | 000168624218000002 | IBEX WEALTH ADVISORS |
| Q3 2017 | 143 | 269,894 | 13F-HR | 11/13/2017 | 000168624217000005 | IBEX WEALTH ADVISORS |
| Q2 2017 | 130 | 254,095 | RESTATEMENT | 8/14/2017 | 000168624217000004 | IBEX WEALTH ADVISORS |
| Q2 2017 | 128 | 253 | 13F-HR | 8/10/2017 | 000168624217000003 | IBEX WEALTH ADVISORS |
| Q1 2017 | 76 | 162,169 | 13F-HR | 5/25/2017 | 000168624217000002 | IBEX WEALTH ADVISORS |
| Q4 2016 | 461 | 208,863 | 13F-HR | 3/24/2017 | 000168624217000001 | IBEX WEALTH ADVISORS |
| Q3 2016 | 116 | 182,516 | 13F-HR | 11/7/2016 | 000076461116000020 | IBEX WEALTH ADVISORS |