SEC 13F Intelligence

Centricity Wealth Management, LLC / IBDR

Centricity Wealth Management, LLC’s Ishares Tr Position

Does Centricity Wealth Management, LLC own Ishares Tr (IBDR)? Yes — 131.8K shares worth $3M (+2.55% of its 13F portfolio) as of Q2 2025, up from 128.3K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
131.8K
% of Portfolio
+2.55%
Quarters Held
3
currently held

Position History IBDR

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025131.8K$3M+2.55%
Q1 2025128.3K$3M+2.82%
Q4 2024119.1K$3M+2.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Centricity Wealth Management, LLC’s full portfolio or all institutional holders of IBDR.