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
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -1.07%
0.42%
$11.311M
218,782 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
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -15.11%
0.14%
$10.046M
194,307 shares@ 51.71 avg price
Kim Jamieson@Galvin, Gaustad & Stein, Llc
Recent Activity
Increased 0.23%
0.9%
$10.025M
193,901 shares@ 51.7 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Decreased -19.2%
5.53%
$8.518M
164,761 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
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Decreased -4.83%
1.16%
$7.407M
143,266 shares@ 51.7 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
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -0.85%
0.1%
$5.832M
112,797 shares@ 51.71 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -27.35%
0.4%
$5.741M
111,049 shares@ 51.7 avg price