Occidental Asset Management, LLC's ownership history for IBHF

Occidental Asset Management, LLC currently holds 11.5K shares with a market value of $269.9K. It started holding IBHF on 2025-03-31. At its peak, it held 11.5K shares on 2025-03-31. Its highest holding value was $269.9K on 2025-09-30. At its lowest, it held 11.5K shares on 2025-03-31, with a value of $268.0K on 2025-03-31. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 0.