Ownership history in IFP Advisors, Inc · 17 quarters on record
This page tracks every 13F SEC filing in which IFP Advisors, Inc reported a position in LISTED FD TR SHARES CORE BD (OVB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 4,187 | +2 | +0.0% | 0.00% | $86K | $20.33 |
| 2025 Q3 | REDUCED | 4,185 | -22,718 | -84.4% | 0.00% | $87K | $20.03 |
| 2025 Q2 | REDUCED | 26,903 | -58,801 | -68.6% | 0.02% | $552K | $19.43 |
| 2025 Q1 | ADDED | 85,704 | +10,811 | +14.4% | 0.05% | $1.8M | $19.13 |
| 2024 Q4 | ADDED | 74,893 | +3,343 | +4.7% | 0.06% | $1.6M | $18.88 |
| 2024 Q2 | REDUCED | 71,550 | -5,674 | -7.3% | 0.07% | $1.5M | $18.50 |
| 2023 Q4 | REDUCED | 77,224 | -2,895 | -3.6% | 0.07% | $1.6M | $18.14 |
| 2023 Q3 | ADDED | 80,119 | +8,169 | +11.4% | 0.07% | $1.6M | $16.85 |
| 2023 Q2 | ADDED | 71,950 | +4,856 | +7.2% | 0.08% | $1.8M | $17.56 |
| 2023 Q1 | REDUCED | 67,094 | -45,003 | -40.1% | 0.07% | $1.7M | $17.62 |
As of 2025 Q4 — sorted by position size