CUSIP 46090A887ULTRA SHRT DURGSYQ4 2025
Aggregate 13F value by quarter
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268 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 5.19M | $260.92M | −28.3K | Reduced |
| 2 | Morgan Stanley | 4.61M | $231.48M | −213.7K | Reduced |
| 3 | Wells Fargo & Company/Mn | 3.86M | $194.04M | +575 | Added |
| 4 | Bramshill Investments, LLC | 2.02M | $101.60M |
| +1.20M |
| Added |
| 5 | Ubs Group AG | 1.57M | $78.75M | +213.3K | Added |
| 6 | Annex Advisory Services, LLC | 1.55M | $78.12M | +1.55M | New |
| 7 | Gradient Investments LLC | 1.41M | $70.83M | −28.6K | Reduced |
| 8 | Axxcess Wealth Management, LLC | 1.35M | $67.95M | +398.1K | Added |
| 9 | Capital Asset Advisory Services LLC | 1.25M | $62.83M | +416.0K | Added |
| 10 | Bank Of America Corp /De/ | 1.14M | $57.51M | −74.8K | Reduced |
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