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
Jon Beadell@A. D. Beadell Investment Counsel, Inc.
Recent Activity
Increased 0.85%
1.26%
$1.545M
29,900 shares@ 51.68 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Decreased -0.01%
0.19%
$1.528M
29,560 shares@ 51.7 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 0.03%
0.08%
$1.442M
27,896 shares@ 51.71 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
0.03%
$1.381M
26,720 shares@ 51.7 avg price
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
Increased 12.39%
0.14%
$1.328M
25,692 shares@ 51.71 avg price
RENEE PILKENTON@Exchange Bank
Recent Activity
0.93%
$1.146M
22,163 shares@ 51.7 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Decreased -8.5%
0.13%
$1.116M
21,581 shares@ 51.71 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -0.63%
0.03%
$1.05M
20,313 shares@ 51.7 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -2.92%
0.09%
$972,152
18,804 shares@ 51.7 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
New Position
0.05%
$934,191
18,069 shares@ 51.71 avg price