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
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -27.35%
0.4%
$5.741M
111,049 shares@ 51.7 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -0.57%
0.25%
$5.338M
103,249 shares@ 51.7 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
Decreased -6.98%
0.19%
$3.904M
75,521 shares@ 51.71 avg price
Brad Van Aken@Agate Pass Investment Management, Llc
Recent Activity
Decreased -1.13%
1.73%
$3.81M
73,697 shares@ 51.71 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -9.27%
0.03%
$2.537M
49,073 shares@ 51.7 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Decreased -1.39%
0.29%
$1.953M
37,767 shares@ 51.7 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -1.18%
0.03%
$1.748M
33,809 shares@ 51.71 avg price
Aryn Sands@Enclave Advisors Llc
Recent Activity
Decreased -10.19%
0.27%
$1.62M
31,341 shares@ 51.7 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Decreased -3.34%
0.38%
$1.62M
31,339 shares@ 51.7 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Decreased -0.55%
0.21%
$1.589M
30,739 shares@ 51.71 avg price