SEC 13F Intelligence

Centricity Wealth Management, LLC / IBDU

Centricity Wealth Management, LLC’s Ishares Tr Position

Does Centricity Wealth Management, LLC own Ishares Tr (IBDU)? Yes — 84.8K shares worth $2M (+1.58% of its 13F portfolio) as of Q2 2025, up from 78.1K shares the prior filed quarter.

Position Value
$2M
Q2 2025
Shares
84.8K
% of Portfolio
+1.58%
Quarters Held
3
currently held

Position History IBDU

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202584.8K$2M+1.58%
Q1 202578.1K$2M+1.64%
Q4 202473.5K$2M+1.57%

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 IBDU.