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
Brook Hart@Presilium Private Wealth, Llc
Recent Activity
Increased 6.51%
4.56%
$19.797M
382,919 shares@ 51.7 avg price
Angela J. Martin@Stephens Group Asset Management, Llc
Recent Activity
Increased 1.45%
1.63%
$19.53M
377,765 shares@ 51.71 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 130.42%
1.1%
$18.136M
350,799 shares@ 51.71 avg price
Matthew Wilson@Kwmg, Llc
Recent Activity
Increased 1.36%
1.46%
$14.103M
272,781 shares@ 51.71 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Increased 5.71%
3.75%
$11.683M
225,973 shares@ 51.71 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Increased 22.63%
2.7%
$11.268M
218,623 shares@ 51.55 avg price
Kim Jamieson@Galvin, Gaustad & Stein, Llc
Recent Activity
Increased 0.23%
0.9%
$10.025M
193,901 shares@ 51.7 avg price
Brian May@Smith Salley Wealth Management
Recent Activity
Increased 1.83%
0.55%
$8.411M
162,690 shares@ 51.71 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 18.09%
0.37%
$7.262M
140,471 shares@ 51.71 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 1.78%
0.16%
$5.51M
106,398 shares@ 51.8 avg price