CUSIP 46438G539IBONDS 1-5 YR COLDRCQ4 2025
Aggregate 13F value by quarter
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6 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hm Payson & Co | 1.24M | $31.46M | +1.24M | New |
| 2 | Hightower Advisors, LLC | 124.7K | $3.16M | +4.7K | Added |
| 3 | Cgn Advisors LLC | 34.0K | $862.4K | +26.1K | Added |
| 4 | Spinnaker Investment Group, LLC | 20.9K | $531.1K |
| Reduced |
| 5 | International Assets Investment Management, LLC | 6.0K | $152.3K | +6.0K | New |
| 6 | Morgan Stanley | 895 | $22.7K | +895 | New |