SEC 13F Intelligence

Centricity Wealth Management, LLC / IBDT

Centricity Wealth Management, LLC’s Ishares Tr Position

Does Centricity Wealth Management, LLC own Ishares Tr (IBDT)? Yes — 195.8K shares worth $5M (+3.98% of its 13F portfolio) as of Q2 2025, up from 187.1K shares the prior filed quarter.

Position Value
$5M
Q2 2025
Shares
195.8K
% of Portfolio
+3.98%
Quarters Held
3
currently held

Position History IBDT

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025195.8K$5M+3.98%
Q1 2025187.1K$5M+4.29%
Q4 2024181.6K$5M+4.22%

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 IBDT.