CUSIP 46434V878ULTRA SHORT DURICSHQ4 2025
8 filings · latest Feb 12, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.05M | $204.83M |
| 2 | Foster Dykema Cabot & Partners, LLC | 4.03M | $203.63M |
| 3 | Ubs Group AG | 4.02M | $203.46M |
| 4 | Fmr LLC | 3.56M | $180.09M |
| 5 | Wealth Enhancement Advisory Services, LLC | 2.89M | $146.36M |
| 6 | Lpl Financial LLC | 2.89M | $146.04M |
| 7 | Blackrock, Inc. | 2.35M | $118.65M |
| 8 | Focus Partners Wealth | 2.20M | $111.53M |
| 9 |
| 4 | Feb 9, 2022 | Fmr LLC | 13G/A | 11.1% | — | SEC |
| 5 | Oct 12, 2021 | Fmr LLC | 13G/A | 11.3% | — | SEC |
| 6 | Feb 8, 2021 | Fmr LLC | 13G/A | 8.2% | — | SEC |
| 7 | Apr 10, 2020 | Fmr LLC | 13G/A | 13.2% | — | SEC |
| 8 | Feb 7, 2020 | Fmr LLC | 13G | 8.4% | — | SEC |
| Donaldson Capital Management, LLC |
| 2.15M |
| $108.78M |
| 10 | Temasek Holdings (Private) Ltd | 1.97M | $99.84M |