IGLB β€” iShares 10+ Year Credit Bond E

Ownership history in AGILIS PARTNERS LLC  Β·  36 quarters on record

AI Ownership Summary

AGILIS PARTNERS LLC reported iShares 10+ Year Credit Bond E (IGLB) in 36 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 15.13% in 2024 Q1. The latest visible filing shows IGLB at 6.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AGILIS PARTNERS LLC's position in iShares 10+ Year Credit Bond E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

IGLB was reported at 6.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AGILIS PARTNERS LLC held IGLB β€” position size vs. price
% of Fund (quarterly)    IGLB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 423,701 +207,321 +95.8% 6.30% $20.9M 2025-02-14 (Est.) $47.41
2024 Q3 REDUCED 216,380 -777,751 -78.2% 9.03% $32.3M 2024-11-06 $47.22
2024 Q2 REDUCED 994,131 -156,798 -13.6% 6.80% $22.3M 2024-08-07 $47.17
2024 Q1 ADDED 1,150,929 +765,431 +198.6% 15.13% $59.3M 2024-05-08 $45.34
2023 Q4 REDUCED 385,498 -204,202 -34.6% 5.34% $20.3M 2024-02-09 $45.82
31 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About AGILIS PARTNERS LLC and IGLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has AGILIS PARTNERS LLC reported owning IGLB?

AGILIS PARTNERS LLC reported IGLB across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported IGLB position in AGILIS PARTNERS LLC's portfolio?

The largest reported portfolio weight for IGLB was 15.13% in 2024 Q1.

What is the latest reported IGLB position on this page?

The most recent filing on this page is 2024 Q4, when AGILIS PARTNERS LLC reported 423,701 shares, equal to 6.30% of portfolio, with an estimated market value of $20.9M.

What does the chart on this IGLB ownership page compare?

The chart compares AGILIS PARTNERS LLC's quarterly IGLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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