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
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -32.76%
0.03%
$580,179
11,222 shares@ 51.71 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
Increased 37.15%
0.23%
$572,681
11,077 shares@ 51.71 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Increased 0.85%
0.02%
$513,381
9,930 shares@ 51.7 avg price
Aryn Sands@Hart & Patterson Financial Group Llc
Recent Activity
Increased 6.24%
0.23%
$472,435
9,138 shares@ 51.71 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
Increased 1.41%
0.13%
$443,358
8,576 shares@ 51.7 avg price
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
Increased 1.05%
0.06%
$441,828
8,546 shares@ 51.7 avg price
Nicholas E. Terezis@Marathon Strategic Advisors, Llc
Recent Activity
Decreased -7.31%
0.48%
$440,880
8,528 shares@ 51.7 avg price
H. Parker Evans@Successful Portfolios Llc
Recent Activity
Decreased -3.43%
0.3%
$439,036
8,492 shares@ 51.7 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
Decreased -3.87%
0.03%
$433,000
8,381 shares@ 51.67 avg price
Keith Sanders@First United Bank & Trust
Recent Activity
Decreased -13.81%
0.16%
$425,801
8,236 shares@ 51.7 avg price