CUSIP 09789C663IR M TAX AWARETXXIQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Income Research & Management | 100.0K | $5.06M | 0 | Held |
| 2 | Bcgm Wealth Management, LLC | 67.5K | $3.41M | +3.2K | Added |
| 3 | Captrust Financial Advisors | 57.4K | $2.90M | +57.4K | New |
| 4 | Orion Porfolio Solutions, LLC | 56.2K | $2.85M |
| +12.5K |
| Added |
| 5 | Balance Wealth, LLC | 9.7K | $490.4K | −233 | Reduced |
| 6 | Coppell Advisory Solutions LLC | 6.5K | $330.8K | +6.5K | New |
| 7 | Inspire Advisors, LLC | 6.3K | $321.2K | +6.3K | New |
| 8 | Cfs Investment Advisory Services, LLC | 4.0K | $202.4K | 0 | Held |
| 9 | Cwm, LLC | 7.8K | $392 | +7.8K | New |
| 10 | Thrivent Financial For Lutherans | 5.9K | $301 | +5.9K | New |