CUSIP 46438G422IBONDS DEC 2035IBTQQ4 2025
3 filings · latest Aug 5, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Summitry LLC | 992.3K | $25.28M |
| 2 | Confluence Investment Management LLC | 834.4K | $21.26M |
| 3 | Accretive Wealth Partners, LLC | 126.7K | $3.23M |
| 4 | Bell Investment Advisors, Inc | 104.9K | $2.67M |
| 5 | Probity Advisors, Inc. | 81.6K | $2.08M |
| 6 | Benjamin Edwards Inc | 77.6K | $1.98M |
| 7 | United Capital Financial Advisors, LLC | 60.8K | $1.55M |
| 8 | Blackrock, Inc. | 50.0K | $1.27M |
| 9 |
| L2 Asset Management, LLC |
| 48.0K |
| $1.22M |
| 10 | Raymond James Financial Inc | 38.4K | $978.8K |