CUSIP 46438G653IBONDS DEC 2034IBDZQ4 2025
4 filings · latest Sep 10, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2.25M | $59.30M |
| 2 | Summit Financial, LLC | 1.66M | $43.71M |
| 3 | Morgan Stanley | 1.29M | $33.93M |
| 4 | Summitry LLC | 1.26M | $33.29M |
| 5 | Bank Of America Corp /De/ | 1.06M | $28.06M |
| 6 | Royal Bank Of Canada | 670.7K | $17.69M |
| 7 | Sigma Investment Counselors Inc | 653.9K | $17.24M |
| 8 | Mv Capital Management, Inc. | 557.4K | $14.70M |
| 9 |
| 4 | Jun 7, 2024 | Blackrock Inc. | 13G | 75.0% | 300.0K | SEC |
| Mb, Levis & Associates, LLC |
| 504.2K |
| $13.30M |
| 10 | Pfg Private Wealth Management, LLC | 486.4K | $12.83M |