CUSIP 46438G661IBONDS 2031 TERMIBHKQ4 2025
9 filings · latest Jun 4, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lbmc Investment Advisors, LLC | 423.1K | $10.94M |
| 2 | Keeler Thomas Management LLC | 97.5K | $2.52M |
| 3 | Jane Street Group, LLC | 68.3K | $1.77M |
| 4 | Straight Path Wealth Management | 61.8K | $1.60M |
| 5 | Integrated Wealth Concepts LLC | 46.2K | $1.20M |
| 6 | Bank Of America Corp /De/ | 38.4K | $991.6K |
| 7 | Wrapmanager Inc | 32.0K | $826.7K |
| 8 | Freestone Capital Holdings, LLC | 18.7K | $484.5K |
| 9 |
| 4 | Feb 7, 2025 | Blackrock Portfolio Management LLC | 13G | 34.6% | 225.0K | SEC |
| 5 | Feb 7, 2025 | Wrapmanager Inc | 13G | 6.4% | 41.4K | SEC |
| 6 | Jan 8, 2025 | Blackrock, Inc. | 13G | 34.6% | 225.0K | SEC |
| 7 | Dec 6, 2024 | Blackrock, Inc. | 13G/A | 45.5% | 250.0K | SEC |
| 8 | Oct 7, 2024 | Blackrock, Inc. | 13G/A | 60.0% | 300.0K | SEC |
| 9 | Jun 7, 2024 | Blackrock Inc. | 13G | 75.0% | 300.0K | SEC |
| Focused Alpha, LLC |
| 13.5K |
| $348.6K |
| 10 | Kestra Private Wealth Services, LLC | 12.0K | $310.4K |