University of Maryland Foundation, Inc. CRBN — ISHARES TR

Ownership history in University of Maryland Foundation, Inc.  ·  27 quarters on record

AI Ownership Summary

University of Maryland Foundation, Inc. reported ISHARES TR (CRBN) in 27 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 43.68% in 2026 Q1. The latest visible filing shows CRBN at 4.51% 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 CRBN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was University of Maryland Foundation, 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 Q2

CRBN was reported at 4.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
43.68% 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 Q2 to 2026 Q2

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.

CRBN stock page University of Maryland Foundation, Inc. fund profile University of Maryland Foundation, Inc. full holdings
How University of Maryland Foundation, Inc. held CRBN — position size vs. price
% of Fund (quarterly)    CRBN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 10,000 — 0% 4.51% $3K 2026-08-12 $260.36
2026 Q1 UNCHANGED — — — 10,000 — 0% 43.68% $2K 2026-05-04 $242.07
2025 Q4 UNCHANGED — — — 10,000 — 0% 43.29% $2K 2026-01-29 $236.52
2025 Q3 UNCHANGED — — — 10,000 — 0% 42.92% $2K 2025-11-04 $223.91
2025 Q2 UNCHANGED — — — 10,000 — 0% 12.79% $2K 2025-07-31 $208.72
2025 Q1 UNCHANGED — — — 10,000 — 0% 1.22% $2K 2025-05-01 $186.81
2024 Q4 UNCHANGED — — — 10,000 — 0% 1.09% $2K 2025-02-05 $194.60
2024 Q3 UNCHANGED — — — 10,000 — 0% 1.39% $2K 2024-11-05 $187.51
2024 Q2 UNCHANGED — — — 10,000 — 0% 1.95% $2K 2024-08-06 $169.50
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRBN

As of 2026 Q3 — sorted by position size

Stonehearth Capital Management, LLC 3Y 7Y 1.25% Midwest Financial Partners Investments, Inc. 1.21% Financial Futures Ltd Liability Co. 3Y 0.13% Great Diamond Partners, LLC 3Y 0.05% TruNorth Capital Management, LLC 0.04% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 0.03% Gradient Investments LLC 3Y 7Y 0.03% Investors Research Corp 3Y 7Y 0.01% Community Financial Services Group, LLC 3Y 7Y 0.01% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About University of Maryland Foundation, Inc. and CRBN

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

How long has University of Maryland Foundation, Inc. reported owning CRBN?

University of Maryland Foundation, Inc. reported CRBN across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported CRBN position in University of Maryland Foundation, Inc.'s portfolio?

The largest reported portfolio weight for CRBN was 43.68% in 2026 Q1.

What is the latest reported CRBN position on this page?

The most recent filing on this page is 2026 Q2, when University of Maryland Foundation, Inc. reported 10,000 shares, equal to 4.51% of portfolio, with an estimated market value of $3K.

What does the chart on this CRBN ownership page compare?

The chart compares University of Maryland Foundation, Inc.'s quarterly CRBN 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.

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