IGSB — iShares 1-3 Year Credit Bd Fd ETF

Ownership history in Courage Miller Partners, LLC  ·  57 quarters on record

This page tracks every 13F SEC filing in which Courage Miller Partners, LLC reported a position in iShares 1-3 Year Credit Bd Fd ETF (IGSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.46% (2022 Q1)
Avg. % of fund
4.51%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
57
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 435,873 +3,072 +0.7% 6.94% $23.0M $52.49
2025 Q3 ADDED 432,801 +41,059 +10.5% 6.88% $22.9M $51.85
2025 Q2 REDUCED 391,742 -8,359 -2.1% 6.55% $20.7M $51.00
2025 Q1 ADDED 400,101 +3,045 +0.8% 7.10% $21.0M $50.07
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGSB price (monthly, adj. close)

Other funds also holding IGSB

As of 2025 Q4 — sorted by position size

Schaeffer Financial LLC 3Y 28.15% Matson Money. Inc. 3Y 7Y 23.6% MARYLAND CAPITAL ADVISORS INC. 3Y 22.22% Kiker Wealth Management, LLC 16.17% Parkside Investments, LLC 3Y 7Y 10.69% ARCH CAPITAL GROUP LTD. 3Y 8.49% Klaas Financial Asset Advisors, LLC 3Y 8.12% BARINGS LLC 3Y 7Y 6.66% Wealth Forward, LLC 6.1% MTC Wealth Management LLC 3Y 5.79%
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