CUSIP 46435G441ESG ADVNCD HY BDHYXFQ4 2025
Aggregate 13F value by quarter
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81 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sigfig Wealth Management, LLC | 239.5K | $11.32M | +9.7K | Added |
| 2 | Lpl Financial LLC | 118.2K | $5.58M | +62.0K | Added |
| 3 | Commonwealth Equity Services, LLC | 89.6K | $4.23M | +18.0K | Added |
| 4 | Ubs Group AG | 80.4K | $3.80M |
| Added |
| 5 | Balanced Rock Investment Advisors LLC | 70.8K | $3.35M | +4.1K | Added |
| 6 | Bank Of America Corp /De/ | 54.1K | $2.56M | +828 | Added |
| 7 | Impact Investors, Inc | 51.6K | $2.44M | −56 | Reduced |
| 8 | Assetmark, Inc | 49.6K | $2.34M | +2.1K | Added |
| 9 | Osaic Holdings, Inc. | 45.1K | $2.14M | −81 | Reduced |
| 10 | Raymond James Financial Inc | 43.6K | $2.06M | +441 | Added |
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