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IBDIBD
18 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in NORTHERN LTS FD TR IV

COMMONWEALTH EQUITY SERVICES, LLC holds 29,217 shares of IBD (NORTHERN LTS FD TR IV), worth $694,480 as of 2026-Q2. The position was increased (+12.3% shares). IBD represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$694,480

Current Shares

29,217

Total Value Change

+$299,480

Total Shares Change

+13,007

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
29,217
+12.3%
$694,4800.0%$23.69
28
2026-Q1
Increased
26,027
+5.9%
$620,9300.0%$23.53
26
2025-Q4
Increased
24,584
+9.1%
$594,9250.0%$23.64
27
2025-Q3
Increased
22,533
+30.3%
$544,0000.0%$23.32
31
2025-Q2
Decreased
17,290
-61.3%
$415,0000.0%$22.94
0
2025-Q1
Increased
44,644
+6.7%
$1.1M0.0%$22.45
27
2024-Q4
Increased
41,860
+3.7%
$981,0000.0%$21.95
26
2024-Q3
Increased
40,382
+2.4%
$972,0000.0%$22.29
26
2024-Q2
Increased
39,456
+7.5%
$920,0000.0%$21.35
27
2024-Q1
Increased
36,716
+3.1%
$862,0000.0%$21.28
26
2023-Q4
Increased
35,614
+4.7%
$840,0000.0%$21.19
26
2023-Q3
Increased
34,005
+5.9%
$770,0000.0%$20.10
26
2023-Q2
Increased
32,098
+16.1%
$741,0000.0%$20.32
28
2023-Q1
Increased
27,658
+56.0%
$647,0000.0%$20.44
35
2022-Q4
Increased
17,727
+7.9%
$408,0000.0%$19.99
26
2022-Q3
Increased
16,423
+38.9%
$371,0000.0%$19.48
31
2022-Q2
Decreased
11,828
-27.0%
$276,0000.0%$20.07
0
2022-Q1
New
16,210
-
$395,0000.0%$20.84
33

Other major holders of IBD: LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC

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