CUSIP 46435G417CR 5 10 YR ETFIMTBQ4 2025
Aggregate 13F value by quarter
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56 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mariner, LLC | 1.17M | $51.84M | −33 | Reduced |
| 2 | Octavia Wealth Advisors, LLC | 669.1K | $29.57M | +50.6K | Added |
| 3 | Destination Wealth Management | 500.0K | $22.10M | +28.2K | Added |
| 4 | Wealth Enhancement Advisory Services, LLC | 386.9K | $17.11M |
| −41.3K |
| Reduced |
| 5 | Bank Of America Corp /De/ | 221.4K | $9.79M | −90.3K | Reduced |
| 6 | Global Retirement Partners, LLC | 193.0K | $8.53M | +49.2K | Added |
| 7 | Ethos Capital Management, Inc. | 184.0K | $8.13M | +184.0K | New Position |
| 8 | Ubs Group AG | 160.1K | $7.07M | +70.9K | Added |
| 9 | Pfg Advisors | 158.6K | $7.01M | −2.7K | Reduced |
| 10 | Morgan Stanley | 115.2K | $5.09M | +2.0K | Added |
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