CUSIP 46436E841IBONDS 27 TRM TSIBTHQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
296 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hm Payson & Co | 7.43M | $166.94M | +629.8K | Added |
| 2 | Morgan Stanley | 3.60M | $80.97M | +94.1K | Added |
| 3 | Bank Of America Corp /De/ | 3.52M | $79.15M | +135.8K | Added |
| 4 | Globalt Investments LLC / Ga | 2.83M | $63.59M |
| Reduced |
| 5 | Wells Fargo & Company/Mn | 2.52M | $56.53M | +545.6K | Added |
| 6 | Mercer Global Advisors Inc /Adv | 2.28M | $51.18M | +1.21M | Added |
| 7 | True Private Wealth Advisors | 1.95M | $43.81M | −25.3K | Reduced |
| 8 | Kovitz Investment Group Partners, LLC | 1.94M | $43.61M | +807.9K | Added |
| 9 | Lpl Financial LLC | 1.75M | $39.26M | +503.7K | Added |
| 10 | Newedge Advisors, LLC | 1.74M | $39.20M | +498.0K | Added |
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