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Lehman Brothers First Trust IOF shares owned by BFC Planning

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Lehman Brothers First Trust IOF

Tip: Access up to 7 years of quarterly data

All positions including Lehman Brothers First Trust IOF held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lehman Brothers First Trust IOF by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $11k 1.8k 6.24
2026-03-31 $11k 1.8k 6.48
2025-12-31 $13k 1.8k 7.44
2025-09-30 $13k 1.8k 7.50
2025-06-30 $13k 1.8k 7.58
2025-03-31 $13k 1.8k 7.64
2024-12-31 $13k 1.8k 7.49

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Top funds holding Lehman Brothers First Trust IOF

Sit Investment Associates
Rivernorth Capital Management
Absolute Investment Advisers
Guggenheim Capital, LLC Managers
GraniteShares Advisors
LPL Financial
Quarry
Deschutes Portfolio Strategy
Invesco
Wells Fargo & Company
Uncommon Cents Investing
Cable Car Capital
J.w. Cole Advisors
Toronto-Dominion Bank
Clear Street Group

View all funds holding Lehman Brothers First Trust IOF