CUSIP 46138J494BULSHS 2027 MUNIBSMRQ4 2025
Aggregate 13F value by quarter
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135 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 550.3K | $13.02M | +3.7K | Added |
| 2 | Wells Fargo & Company/Mn | 449.3K | $10.63M | −42.8K | Reduced |
| 3 | Lpl Financial LLC | 445.8K | $10.55M | +32.1K | Added |
| 4 | Invesco Ltd. | 369.8K | $8.75M |
| Added |
| 5 | Key Financial Inc | 308.8K | $7.31M | +24.3K | Added |
| 6 | Bank Of America Corp /De/ | 284.7K | $6.74M | +11.0K | Added |
| 7 | Confluence Investment Management LLC | 243.9K | $5.77M | −7.9K | Reduced |
| 8 | Summit Financial, LLC | 214.4K | $5.07M | +84 | Added |
| 9 | Hills Bank & Trust Co | 206.6K | $4.89M | +83.9K | Added |
| 10 | Atlantic Union Bankshares Corp | 203.0K | $4.81M | −134.1K | Reduced |
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