CUSIP 46438G422IBONDS DEC 2035IBTQQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
35 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Summitry LLC | 992.3K | $25.28M | +31.7K | Added |
| 2 | Confluence Investment Management LLC | 834.4K | $21.26M | −51.8K | Reduced |
| 3 | Accretive Wealth Partners, LLC | 126.7K | $3.23M | +4.7K | Added |
| 4 | Bell Investment Advisors, Inc | 104.9K | $2.67M |
| +104.9K |
| New |
| 5 | Probity Advisors, Inc. | 81.6K | $2.08M | +44.2K | Added |
| 6 | Benjamin Edwards Inc | 77.6K | $1.98M | +77.6K | New |
| 7 | United Capital Financial Advisors, LLC | 60.8K | $1.55M | +60.8K | New |
| 8 | Blackrock, Inc. | 50.0K | $1.27M | 0 | Held |
| 9 | L2 Asset Management, LLC | 48.0K | $1.22M | +2.5K | Added |
| 10 | Raymond James Financial Inc | 38.4K | $978.8K | +6.2K | Added |
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