Investment Grade Income TrusINVTSX

13F holders, Q2 2026 (June 30)
1holders
0new positions
0sold out
$792.25avg. 13F price*

At the end of Q2 2026, 1 institutions reported holding Investment Grade Income Trus (INVTSX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Trust Co. of Vermont ($3K).

Company
Investment Grade Income Trus
Filed as
UIT Inv Grade Inc Tr 10-20Yr Unit 52 (Q2 2026)
CUSIP
46136H383
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q4 2025: 1Q4 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2025 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

Trust Co. of Vermont 0.00% — 4 $3K

"% of holder's portfolio" is INVTSX's weight in each manager's 13F, not the share of Investment Grade Income Trus the manager owns.