CUSIP 46138J528BULSHS 2025 MUNIQ3 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ3 2025
117 funds hold this security · Q3 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 635.5K | $15.59M | +8.1K | Added |
| 2 | Lpl Financial LLC | 405.4K | $9.94M | −26.3K | Reduced |
| 3 | Invesco Ltd. | 321.3K | $7.88M | +31.0K | Added |
| 4 | Bank Of America Corp /De/ | 301.4K | $7.39M |
| Reduced |
| 5 | Morgan Stanley | 198.8K | $4.87M | −7.9K | Reduced |
| 6 | Atlantic Union Bankshares Corp | 191.2K | $4.69M | +10.9K | Added |
| 7 | Osaic Holdings, Inc. | 188.1K | $4.61M | −46.1K | Reduced |
| 8 | Envestnet Asset Management Inc | 187.1K | $4.59M | −2.3K | Reduced |
| 9 | Integrated Wealth Concepts LLC | 185.9K | $4.56M | −7.8K | Reduced |
| 10 | Newedge Advisors, LLC | 150.0K | $3.68M | +864 | Added |
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