Avior Wealth Management, LLC IGIB — ISHARES INTERMEDIATE CREDIT BOND ETF

Ownership history in Avior Wealth Management, LLC  ·  41 quarters on record

AI Ownership Summary

Avior Wealth Management, LLC reported ISHARES INTERMEDIATE CREDIT BOND ETF (IGIB) in 41 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q2. The latest visible filing shows IGIB at 0.01% 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 IGIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avior Wealth Management, LLC's position in ISHARES INTERMEDIATE CREDIT 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

IGIB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q2

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.

IGIB stock page Avior Wealth Management, LLC fund profile Avior Wealth Management, LLC full holdings
How Avior Wealth Management, LLC held IGIB — position size vs. price
% of Fund (quarterly)    IGIB 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 — — — 8,413 +304 +3.7% 0.01% $447K 2026-07-07 $52.72
2026 Q1 REDUCED — — — 8,109 -59 -0.7% 0.01% $432K 2026-04-09 $52.99
2025 Q4 REDUCED — — — 8,168 -307 -3.6% 0.01% $440K 2026-01-06 $52.92
2025 Q3 REDUCED — — — 8,475 -72 -0.8% 0.01% $458K 2025-11-14 $52.28
2025 Q2 REDUCED 16.4% +2.7% ❌ 8,547 -1,677 -16.4% 0.02% $455K 2025-07-17 $50.50
2025 Q1 ADDED — — — 10,224 +1,904 +22.9% 0.02% $537K 2025-04-21 $48.75
2024 Q4 REDUCED 57.0% +2.7% ❌ 8,320 -11,043 -57.0% 0.02% $429K 2025-01-17 $48.18
2024 Q3 REDUCED 6.9% -2.5% ✅ 19,363 -1,425 -6.9% 0.04% $1.0M 2024-11-08 $48.66
2024 Q2 ADDED — — — 20,788 +9,799 +89.2% 0.05% $1.1M 2024-08-13 $48.54
2024 Q1 REDUCED 11.7% +0.0% ❌ 10,989 -1,457 -11.7% 0.03% $567K 2024-04-30 $45.46
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGIB

As of 2026 Q2 — sorted by position size

Israel Discount Bank of New York 3Y 7Y 6.61% Financial Management, Inc. 3.16% Boltwood Capital Management 3Y 7Y 0.3% CoreCap Advisors, LLC 3Y 0.29% FOCUS Wealth Advisors, LLC 3Y 0.26% Dynamic Advisor Solutions LLC 3Y 7Y 0.07% General Partner, Inc. 3Y 0.06% RDA Financial Network 3Y 7Y 0.06% Bangor Savings Bank 3Y 7Y 0.05% Evanson Financial, LLC 0.02%

FAQ About Avior Wealth Management, LLC and IGIB

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

How long has Avior Wealth Management, LLC reported owning IGIB?

Avior Wealth Management, LLC reported IGIB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IGIB position in Avior Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IGIB was 0.05% in 2024 Q2.

What is the latest reported IGIB position on this page?

The most recent filing on this page is 2026 Q2, when Avior Wealth Management, LLC reported 8,413 shares, equal to 0.01% of portfolio, with an estimated market value of $447K.

What does the chart on this IGIB ownership page compare?

The chart compares Avior Wealth Management, LLC's quarterly IGIB 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 Avior Wealth Management, LLC time their IGIB position?

Based on 13F filing dates vs. subsequent IGIB price moves, Avior Wealth Management, LLC correctly timed 24 out of 39 reported position changes (62%). The annualised alpha on IGIB relative to SPY over the holding period was -10.6%.

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