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
Jake Rue@Shore Point Advisors, Llc
Recent Activity
Increased 3.3%
2.89%
$5.367M
103,814 shares@ 51.71 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Increased 0.93%
1.38%
$4.801M
92,855 shares@ 51.71 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 6.32%
0.35%
$4.196M
81,168 shares@ 51.7 avg price
Zack Wolf@Boltwood Capital Management
Recent Activity
Increased 0.87%
1.24%
$4.061M
78,546 shares@ 51.7 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 2.74%
0.32%
$4.033M
78,259 shares@ 51.55 avg price
Peter N. Bunitsky@Burns J W & Co Inc Ny
Recent Activity
Increased 38.61%
0.48%
$3.752M
72,582 shares@ 51.7 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 7.27%
0.15%
$3.734M
72,217 shares@ 51.71 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Increased 1.88%
0.43%
$3.507M
67,840 shares@ 51.71 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 9.03%
0.31%
$3.143M
60,791 shares@ 51.71 avg price
Robert Kernan@Northstar Advisory Group, Llc
Recent Activity
Increased 38.39%
1.48%
$2.9M
56,094 shares@ 51.7 avg price