IGSB

Ishares 1-5y Inv Grade Corp

Latest period2024 - Q4Total superinvestors135

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 135 superinvestors own shares of Ishares 1-5y Inv Grade Corp (IGSB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares 1-5y Inv Grade Corp (IGSB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares 1-5y Inv Grade Corp (IGSB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares 1-5y Inv Grade Corp (IGSB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
2.08%
$4.768M
92,512 shares@ 51.55 avg price
Aryn Sands@Jbglobal.com Llc
Recent Activity
New Position
2.37%
$2.235M
43,228 shares@ 51.71 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
New Position
0.05%
$934,191
18,069 shares@ 51.71 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.02%
$210,825
4,076 shares@ 51.73 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
New Position
0.06%
$207,852
4,020 shares@ 51.71 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
New Position
0.02%
$202,198
3,911 shares@ 51.7 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
New Position
0.02%
$42,756
827 shares@ 51.71 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$14,631
283 shares@ 51.7 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.02%
$12,619
244 shares@ 51.72 avg price