Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree IBTD Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding IBTD

On this page, we present all of the funds holding IBTD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBTD, with a link to that fund's top holdings. The next columns indicate the amount of IBTD stock held by each of the funds holding IBTD, followed by the IBTD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 2 funds holding IBTD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Granite Bay Wealth Management LLC. For more details on the positions held by Granite Bay Wealth Management LLC (or by any of the other funds holding IBTD), click the fund name in the "Holder" column of the funds-holding-IBTD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Granite Bay Wealth Management LLC2,668,921$66,099 12/31/2023
     IBTD2,668,921$66,099 12/31/2023
Ronald Blue Trust Inc.195,569$4,854 12/31/2023
     IBTD195,569$4,854 12/31/2023
IFP Advisors Inc30,869$765 12/31/2023
     IBTD30,869$765 12/31/2023

See Summary: Institutional Holders of IBTD
See Details: Top 10 Hedge Funds Holding IBTD
Also See: IBTD Holdings Changes

Funds Holding IBTD | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.