Consolidated Portfolio Review Corp IGIB — ISHARES TR

Ownership history in Consolidated Portfolio Review Corp  ·  11 quarters on record

AI Ownership Summary

Consolidated Portfolio Review Corp reported ISHARES TR (IGIB) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows IGIB at 0.04% 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 Consolidated Portfolio Review Corp'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
2025 Q3

IGIB was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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 2025 Q3

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 Consolidated Portfolio Review Corp fund profile Consolidated Portfolio Review Corp full holdings
How Consolidated Portfolio Review Corp 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 5,797 +286 +5.2% 0.04% $314K 2025-11-12 $52.52
2025 Q2 REDUCED 7.3% +2.7% ❌ 5,511 -436 -7.3% 0.04% $294K 2025-07-18 $50.62
2025 Q1 REDUCED — — — 5,947 -16 -0.3% 0.05% $312K 2025-04-23 $48.93
2024 Q4 REDUCED 8.5% +2.7% ❌ 5,963 -552 -8.5% 0.05% $307K 2025-01-27 $48.56
2024 Q3 REDUCED 7.0% -2.5% ✅ 6,515 -489 -7.0% 0.08% $350K 2024-10-24 $48.59
2024 Q2 ADDED — — — 7,004 +368 +5.5% 0.08% $359K 2024-08-01 $48.10
2024 Q1 REDUCED 8.1% +0.0% ❌ 6,636 -588 -8.1% 0.09% $342K 2024-04-30 $45.46
2023 Q4 REDUCED — — — 7,224 -156 -2.1% 0.09% $376K 2024-01-29 $46.29
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGIB

As of 2026 Q1 — sorted by position size

Thoma Capital Management LLC 20.1% BIRCHBROOK, INC. 12.17% Dodds Wealth, LLC 11.62% BCK Partners, Inc. 3Y 11.38% Flagstone Financial Management 3Y 10.7% Petersen Hastings Wealth Advisors Inc. 9.6% MFA WEALTH ADVISORS, LLC 3Y 7Y 9.29% SEMITAM BONAM LLC 8.9% One Capital Management, LLC 3Y 7Y 8.53% Mendota Financial Group, LLC 3Y 8.23%

FAQ About Consolidated Portfolio Review Corp and IGIB

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

How long has Consolidated Portfolio Review Corp reported owning IGIB?

Consolidated Portfolio Review Corp reported IGIB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IGIB position in Consolidated Portfolio Review Corp's portfolio?

The largest reported portfolio weight for IGIB was 0.09% in 2024 Q1.

What is the latest reported IGIB position on this page?

The most recent filing on this page is 2025 Q3, when Consolidated Portfolio Review Corp reported 5,797 shares, equal to 0.04% of portfolio, with an estimated market value of $314K.

What does the chart on this IGIB ownership page compare?

The chart compares Consolidated Portfolio Review Corp'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 Consolidated Portfolio Review Corp time their IGIB position?

Based on 13F filing dates vs. subsequent IGIB price moves, Consolidated Portfolio Review Corp correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on IGIB relative to SPY over the holding period was -13.9%.

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