CUSIP 46438G539IBONDS 1-5 YR COLDRCQ4 2025
7 filings · latest Jan 21, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hm Payson & Co | 1.24M | $31.46M |
| 2 | Hightower Advisors, LLC | 124.7K | $3.16M |
| 3 | Cgn Advisors LLC | 34.0K | $862.4K |
| 4 | Spinnaker Investment Group, LLC | 20.9K | $531.1K |
| 5 | International Assets Investment Management, LLC | 6.0K | $152.3K |
| 6 | Morgan Stanley | 895 | $22.7K |
| 4 | Feb 7, 2025 | Blackrock Portfolio Management LLC | 13G | 15.4% | 40.0K | SEC |
| 5 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 6 | Feb 6, 2025 | Blackrock, Inc. | 13G/A | 28.6% | 40.0K | SEC |
| 7 | Dec 6, 2024 | Blackrock, Inc. | 13G | 33.3% | 40.0K | SEC |