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
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Increased 0.24%
0.94%
$2.781M
53,797 shares@ 51.71 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 5.82%
0.29%
$2.779M
53,743 shares@ 51.7 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Increased 98.28%
0.9%
$2.308M
44,599 shares@ 51.76 avg price
Paul Joseph McColgan@Ivc Wealth Advisors Llc
Recent Activity
Increased 1.05%
1.26%
$2.238M
43,298 shares@ 51.7 avg price
D. Patrick Franklin@First International Bank & Trust
Recent Activity
Increased 2.36%
0.73%
$2.237M
43,266 shares@ 51.71 avg price
Ryan Casey@Tilia Fiduciary Partners, Inc.
Recent Activity
Increased 2.09%
1.34%
$1.951M
37,745 shares@ 51.71 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Increased 6.28%
0.49%
$1.564M
30,259 shares@ 51.71 avg price
Jon Beadell@A. D. Beadell Investment Counsel, Inc.
Recent Activity
Increased 0.85%
1.26%
$1.545M
29,900 shares@ 51.68 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 0.03%
0.08%
$1.442M
27,896 shares@ 51.71 avg price
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
Increased 12.39%
0.14%
$1.328M
25,692 shares@ 51.71 avg price