B & T Capital Management DBA Alpha Capital Management IGF — ISHARES TR

Ownership history in B & T Capital Management DBA Alpha Capital Management  ·  3 quarters on record

AI Ownership Summary

B & T Capital Management DBA Alpha Capital Management reported ISHARES TR (IGF) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 2.06% in 2026 Q1. The latest visible filing shows IGF at 2.06% 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.

What this IGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B & T Capital Management DBA Alpha Capital Management's position in ISHARES TR, 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 Q1

IGF was reported at 2.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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.

IGF stock page B & T Capital Management DBA Alpha Capital Management fund profile B & T Capital Management DBA Alpha Capital Management full holdings
How B & T Capital Management DBA Alpha Capital Management held IGF — position size vs. price
% of Fund (quarterly)    IGF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 212,128 +1,935 +0.9% 2.06% $14.2M 2026-05-13 $66.16
2025 Q4 ADDED — — — 210,193 +105,253 +100.3% 1.82% $12.9M 2026-02-13 $67.40
2025 Q3 INITIATED — — — 104,940 — — 1.02% $6.4M 2025-11-12 $60.64

🏢 Other funds also holding IGF

As of 2026 Q2 — sorted by position size

FSM Wealth Advisors, LLC 3Y 2.22% Ballentine Partners, LLC 3Y 7Y 2.06% Sincerus Advisory, LLC 1.18% PENOBSCOT WEALTH MANAGEMENT 3Y 0.78% COUNTRY TRUST BANK 3Y 7Y 0.42% FIRST FINANCIAL CORP /IN/ 3Y 7Y 0.38% BigSur Wealth Management LLC 3Y 7Y 0.32% Sunbeam Capital Management, LLC 0.29% Boltwood Capital Management 3Y 7Y 0.27% Second Half Financial Partners, LLC 3Y 0.22%

FAQ About B & T Capital Management DBA Alpha Capital Management and IGF

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

How long has B & T Capital Management DBA Alpha Capital Management reported owning IGF?

B & T Capital Management DBA Alpha Capital Management reported IGF across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported IGF position in B & T Capital Management DBA Alpha Capital Management's portfolio?

The largest reported portfolio weight for IGF was 2.06% in 2026 Q1.

What is the latest reported IGF position on this page?

The most recent filing on this page is 2026 Q1, when B & T Capital Management DBA Alpha Capital Management reported 212,128 shares, equal to 2.06% of portfolio, with an estimated market value of $14.2M.

What does the chart on this IGF ownership page compare?

The chart compares B & T Capital Management DBA Alpha Capital Management's quarterly IGF 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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