Ticker: IBMS CUSIP: 46438G687 Class: IBONDS DEC 2030
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kathmere Capital Management, LLC | 500,145 | $13,034 |
| Cypress Point Wealth Management, LLC | 115,000 | $2,997 |
| Ellis Investment Partners, LLC | 68,420 | $1,783 |
| Granite Harbor Advisors, Inc. | 21,085 | $549 |
| PFG Private Wealth Management, LLC | 20,120 | $524 |
| Foundry Financial Group, Inc. | 10,880 | $284 |
| TRUE Private Wealth Advisors | 27,901 | $727 |
| Curbstone Financial Management Corp | 15,450 | $403 |
| CFS Investment Advisory Services, LLC | 27,194 | $709 |
| SPINNAKER TRUST | 23,183 | $604 |
| SMITH, MOORE & CO. | 17,310 | $451 |
| NewEdge Advisors, LLC | 127,265 | $3,317 |
| Brookstone Capital Management | 31,560 | $822 |
| Hills Bank & Trust Co | 6,768 | $176 |
| Sanctuary Advisors, LLC | 36,053 | $940 |
| JANE STREET GROUP, LLC | 184,616 | $4,811 |
| WELLS FARGO & COMPANY/MN | 165,937 | $4,324 |
| OneDigital Investment Advisors LLC | 13,700 | $357 |
| MORGAN STANLEY | 80,641 | $2,102 |
| GOLDMAN SACHS GROUP INC | 43,737 | $1,140 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 123,175 | 165,540 | +42,365 (+34.4%) |
| Godshalk Welsh Capital Management, Inc. | 9,000 | 28,100 | +19,100 (+212.2%) |
| Clearstead Advisors, LLC | 433,557 | 877,248 | +443,691 (+102.3%) |
| LBMC INVESTMENT ADVISORS, LLC | 110,333 | 205,791 | +95,458 (+86.5%) |
| MOSELEY INVESTMENT MANAGEMENT INC | 114,671 | 120,135 | +5,464 (+4.8%) |
| MERCER GLOBAL ADVISORS INC /ADV | 788,303 | 1,872,341 | +1,084,038 (+137.5%) |
| Helen Stephens Group, LLC | 34,537 | 42,421 | +7,884 (+22.8%) |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 22,954 | 26,441 | +3,487 (+15.2%) |
| Newman Dignan & Sheerar, Inc. | 31,016 | 35,838 | +4,822 (+15.5%) |
| CENTRAL TRUST Co | 98,580 | 132,748 | +34,168 (+34.7%) |
| 10Elms LLP | 5,670 | 6,820 | +1,150 (+20.3%) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25,819 | 116,641 | +90,822 (+351.8%) |
| Quantum Financial Advisors, LLC | 108,294 | 111,557 | +3,263 (+3.0%) |
| Rossmore Private Capital | 8,436 | 15,336 | +6,900 (+81.8%) |
| Sound View Wealth Advisors Group, LLC | 31,754 | 38,334 | +6,580 (+20.7%) |
| COLDSTREAM CAPITAL MANAGEMENT INC | 122,825 | 140,878 | +18,053 (+14.7%) |
| GC Wealth Management RIA, LLC | 34,163 | 41,404 | +7,241 (+21.2%) |
| Atlantic Union Bankshares Corp | 50,918 | 62,412 | +11,494 (+22.6%) |
| IFP Advisors, Inc | 3,278 | 12,971 | +9,693 (+295.7%) |
| US BANCORP \DE\ | 217,647 | 270,359 | +52,712 (+24.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NESTEGG ADVISORS, INC. | 116,931 | 79,207 | -37,724 (-32.3%) |
| Elequin Capital, LP | 48,261 | 19,174 | -29,087 (-60.3%) |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 29,115 | 23,390 | -5,725 (-19.7%) |
| Crews Bank & Trust | 12,860 | 11,300 | -1,560 (-12.1%) |
| Summit Financial, LLC | 128,653 | 125,285 | -3,368 (-2.6%) |
| MASSMUTUAL TRUST CO FSB/ADV | 12,097 | 9,626 | -2,471 (-20.4%) |
| OSAIC HOLDINGS, INC. | 5,134 | 2,047 | -3,087 (-60.1%) |
| Archford Capital Strategies, LLC | 10,617 | 10,089 | -528 (-5.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OneAscent Financial Services LLC | 9,762 | $255 |
| FourThought Financial Partners, LLC | 7,678 | $200 |
| Brinker Capital Investments, LLC | 30,420 | $793 |
| ENVESTNET ASSET MANAGEMENT INC | 31,202 | $814 |
| Mariner, LLC | 21,230 | $554 |
| FLOW TRADERS U.S. LLC | 11,173 | $0 |
| PRINCIPAL SECURITIES, INC. | 19 | $0 |