CUSIP 46138J510BULSHS 2026 MUNIBSMQQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
145 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 605.7K | $14.32M | −38.2K | Reduced |
| 2 | Lpl Financial LLC | 531.2K | $12.56M | +20.4K | Added |
| 3 | Bank Of America Corp /De/ | 438.3K | $10.36M | +48.6K | Added |
| 4 | Invesco Ltd. | 377.8K | $8.93M |
| Added |
| 5 | Truist Financial Corp | 309.5K | $7.32M | +4.1K | Added |
| 6 | Morgan Stanley | 305.7K | $7.23M | −6.0K | Reduced |
| 7 | Ubs Group AG | 221.5K | $5.24M | +14.6K | Added |
| 8 | Osaic Holdings, Inc. | 217.8K | $5.15M | +8.2K | Added |
| 9 | Summit Financial, LLC | 212.0K | $5.01M | +85 | Added |
| 10 | Hills Bank & Trust Co | 204.7K | $4.84M | +80.8K | Added |
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