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IBDIBD
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Position history for LPL Financial LLCLPL Financial LLC's holdings in NORTHERN LTS FD TR IV

LPL Financial LLC holds 823,286 shares of IBD (NORTHERN LTS FD TR IV), worth $19.6M as of 2026-Q2. The position was increased (+33.8% shares). IBD represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$19.6M

Current Shares

823,286

Total Value Change

+$14.1M

Total Shares Change

+597,986

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
823,286
+33.8%
$19.6M0.0%$23.69
37
2026-Q1
Increased
615,486
+46.5%
$14.7M0.0%$23.53
38
2025-Q4
Increased
420,194
+19.7%
$10.2M0.0%$23.64
33
2025-Q3
Increased
351,080
+1.4%
$8.5M0.0%$23.32
28
2025-Q2
Increased
346,177
+12.3%
$8.3M0.0%$22.94
31
2025-Q1
Increased
308,288
+23.4%
$7.3M0.0%$22.45
33
2024-Q4
Increased
249,918
+10.9%
$5.9M0.0%$21.95
30
2024-Q3
Increased
225,300
+35.0%
$5.4M0.0%$22.29
35

Other major holders of IBD: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC, OSAIC HOLDINGS, INC.

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