First reported at 358,833 shares this quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2023-06-30 | 17973945 |
| 2023-09-30 | 22012066 |
| 2023-12-31 | 27817116 |
| 2024-03-31 | 28671184 |
| 2024-06-30 | 33871058 |
| 2024-09-30 | 34182620 |
| 2024-12-31 | 32740319 |
| 2025-03-31 | 37713431 |
| 2025-06-30 | 38870776 |
| 2025-09-30 | 43792408 |
| 2025-12-31 | 42022471 |
| 2026-03-31 | 886689 |
| 2026-06-30 | 518080 |
| 2026-09-30 | 0 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 0 | -10,101 (-100.0%) | 0 | $0 | 2026-10-28 | |
| Q2 2026 | Reduced | 10,101 | -7,207 (-41.6%) | 0.01% | $518,080 | 2026-08-05 | |
| Q1 2026 | Reduced | 17,308 | -794,407 (-97.9%) | 0.02% | $886,689 | 2026-05-12 | |
| Q4 2025 | Reduced | 811,715 | -26,899 (-3.2%) | 1.15% | $42,022,471 | 2026-02-06 | |
| Q3 2025 | Added | 838,614 | +82,962 (11.0%) | 1.32% | $43,792,408 | 2025-10-29 | |
| Q2 2025 | Added | 755,652 | +17,331 (2.3%) | 1.34% | $38,870,776 | 2025-08-07 | |
| Q1 2025 | Added | 738,321 | +87,161 (13.4%) | 1.46% | $37,713,431 | 2025-05-12 | |
| Q4 2024 | Added | 651,160 | +1,053 (0.2%) | 1.34% | $32,740,319 | 2025-01-31 | |
| Q3 2024 | Reduced | 650,107 | -24,481 (-3.6%) | 2.32% | $34,182,620 | 2024-10-28 | |
| Q2 2024 | Added | 674,588 | +109,861 (19.5%) | 2.66% | $33,871,058 | 2024-07-30 | |
| Q1 2024 | Added | 564,727 | +22,799 (4.2%) | 2.39% | $28,671,184 | 2024-05-07 | |
| Q4 2023 | Added | 541,928 | +52,761 (10.8%) | 2.65% | $27,817,116 | 2024-01-25 | |
| Q3 2023 | Added | 489,167 | +130,334 (36.3%) | 2.38% | $22,012,066 | 2023-11-07 | |
| Q2 2023 | New | 358,833 | +358,833 (0.0%) | 2.31% | $17,973,945 | 2023-07-31 | |
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Who else reported the position
367 managers reported ISHARES TR BROAD USD INBD ETFV for Q2 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 28,822,748 | +1,190,768 | 0.15% | $1,443,731,443 | 41 qtrs |
| Empower Advisory Group LLC | Added | 10,927,983 | +445,499 | 2.36% | $547,382,652 | 2 qtrs |
| TRUIST FINANCIAL CORPORATION | Added | 7,397,615 | +817 | 0.62% | $370,546,528 | 24 qtrs |
| Japan Science & Technology Agency | Unchanged | 7,234,311 | 0 | 4.18% | $362,366,638 | 2 qtrs |
| UBS Group AG | Added | 6,167,711 | +816,341 | 0.1% | $308,940,644 | 35 qtrs |
| ASSETMARK INC | Reduced | 4,323,437 | -18,109 | 0.85% | $216,560,977 | 40 qtrs |
| MORGAN STANLEY | Added | 4,062,399 | +800,296 | 0.02% | $203,485,593 | 41 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 3,854,878 | +30,115 | 0.09% | $193,090,833 | 41 qtrs |
| Allworth Financial LP | Added | 3,823,780 | +202,391 | 1.62% | $191,533,138 | 9 qtrs |
| 1832 Asset Management L P | Added | 3,491,145 | +73,970 | 0.21% | $174,871,453 | 11 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2023
- Filed
- July 31, 2023
- Filing type
- 13F-HR
- Position type
- USD INV GRDE ETF
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 358,833
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.