Aspen Investment Management Inc IGSB — Ishares Short Bond ETF

Ownership history in Aspen Investment Management Inc  ·  52 quarters on record

AI Ownership Summary

Aspen Investment Management Inc reported Ishares Short Bond ETF (IGSB) in 52 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.66% in 2025 Q3. The latest visible filing shows IGSB at 2.24% 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 IGSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspen Investment Management Inc's position in Ishares Short Bond ETF, 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
2026 Q2

IGSB was reported at 2.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

IGSB stock page Aspen Investment Management Inc fund profile Aspen Investment Management Inc full holdings
How Aspen Investment Management Inc held IGSB — position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 158,883 +6,879 +4.5% 2.24% $8K 2026-07-17 $52.21
2026 Q1 ADDED — — — 152,004 +7,456 +5.2% 2.45% $8K 2026-04-15 $52.05
2025 Q4 ADDED — — — 144,548 +14,679 +11.3% 2.30% $7.6M 2026-02-06 $51.98
2025 Q3 ADDED — — — 129,869 +13,860 +11.9% 2.66% $6.9M 2025-11-12 $51.32
2025 Q2 ADDED — — — 116,009 +10,397 +9.8% 2.57% $6.1M 2025-08-11 $50.55
2025 Q1 ADDED — — — 105,612 +7,469 +7.6% 2.55% $5.5M 2025-05-20 $49.60
2024 Q4 ADDED — — — 98,143 +12,137 +14.1% 2.36% $5.1M 2025-02-03 $48.59
2024 Q3 ADDED — — — 86,006 +3,745 +4.6% 2.11% $4.5M 2024-11-08 $48.23
2024 Q2 ADDED — — — 82,261 +10,333 +14.4% 2.10% $4.2M 2024-07-26 $47.32
2024 Q1 ADDED — — — 71,928 +8,187 +12.8% 1.87% $3.7M 2024-04-26 $46.03
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGSB

As of 2026 Q2 — sorted by position size

MARYLAND CAPITAL ADVISORS INC. 3Y 23.06% Matson Money. Inc. 3Y 7Y 22.65% JBGlobal.com LLC 17.58% Parkside Investments, LLC 3Y 7Y 10.9% Vertex Investment Solutions Co., Ltd. 8.51% Northstar Advisory Group, LLC 3Y 6.68% Clear Retirement Advice LLC 5.45% Mendota Financial Group, LLC 3Y 4.75% CUTLER INVESTMENT COUNSEL LLC 3Y 7Y 4.35% Prosperity Planning, Inc. 3Y 3.81%

FAQ About Aspen Investment Management Inc and IGSB

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

How long has Aspen Investment Management Inc reported owning IGSB?

Aspen Investment Management Inc reported IGSB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IGSB position in Aspen Investment Management Inc's portfolio?

The largest reported portfolio weight for IGSB was 2.66% in 2025 Q3.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2026 Q2, when Aspen Investment Management Inc reported 158,883 shares, equal to 2.24% of portfolio, with an estimated market value of $8K.

What does the chart on this IGSB ownership page compare?

The chart compares Aspen Investment Management Inc's quarterly IGSB 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.

How well did Aspen Investment Management Inc time their IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, Aspen Investment Management Inc correctly timed 30 out of 45 reported position changes (67%). The annualised alpha on IGSB relative to SPY over the holding period was +13.9%.

← Back to Aspen Investment Management Inc Holdings