CUSIP 41151J794DISCIPLINED BONDAGGSQ4 2025
Aggregate 13F value by quarter
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10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Archford Capital Strategies, LLC | 138.9K | $5.72M | +7.2K | Added |
| 2 | Steward Partners Investment Advisory, LLC | 57.6K | $2.37M | −481 | Reduced |
| 3 | Income Research & Management | 50.0K | $2.06M | 0 | Held |
| 4 | Worth Financial Advisory Group, LLC | 15.1K |
| $622.5K |
| +15.1K |
| New |
| 5 | Accurate Wealth Management, LLC | 13.1K | $542.5K | −299 | Reduced |
| 6 | Jane Street Group, LLC | 6.8K | $280.7K | −2.5K | Reduced |
| 7 | Lpl Financial LLC | 5.5K | $224.9K | −1.2K | Reduced |
| 8 | International Assets Investment Management, LLC | 965 | $39.8K | +965 | New |
| 9 | Ubs Group AG | 36 | $1.5K | −28 | Reduced |
| 10 | Cambridge Investment Research Advisors, Inc. | 9.3K | $382 | 0 | Held |