CUTLER INVESTMENT COUNSEL LLC IGSB ISHARES 1-3 YR CORP OTHER

Ownership history in CUTLER INVESTMENT COUNSEL LLC  ·  61 quarters on record

AI Ownership Summary

CUTLER INVESTMENT COUNSEL LLC reported ISHARES 1-3 YR CORP OTHER (IGSB) in 61 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 4.83% in 2025 Q1. The latest visible filing shows IGSB at 4.35% 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 CUTLER INVESTMENT COUNSEL LLC's position in ISHARES 1-3 YR CORP OTHER, 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 4.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.83% in 2025 Q1

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.

How CUTLER INVESTMENT COUNSEL LLC 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 881,726 +28,638 +3.4% 4.35% $46.2M 2026-07-14 $52.13
2026 Q1 ADDED 853,088 +12,649 +1.5% 4.62% $44.8M 2026-05-07 $52.02
2025 Q4 ADDED 840,439 +28,421 +3.5% 4.62% $44.4M 2026-02-12 $52.05
2025 Q3 ADDED 812,018 +32,259 +4.1% 4.51% $43.1M 2025-11-04 $51.23
2025 Q2 ADDED 779,759 +12,711 +1.7% 4.58% $41.1M 2025-07-28 $50.27
2025 Q1 ADDED 767,048 +61,978 +8.8% 4.83% $40.2M 2025-05-08 $49.42
2024 Q4 ADDED 705,070 +36,258 +5.4% 4.53% $36.5M 2025-01-31 $48.63
2024 Q3 ADDED 668,812 +38,399 +6.1% 4.44% $35.2M 2024-11-06 $48.07
2024 Q2 REDUCED 630,413 -3,115 -0.5% 4.40% $32.3M 2024-07-30 $47.38
2024 Q1 ADDED 633,528 +10,511 +1.7% 4.36% $32.5M 2024-04-30 $46.03
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CUTLER INVESTMENT COUNSEL LLC and IGSB

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

How long has CUTLER INVESTMENT COUNSEL LLC reported owning IGSB?

CUTLER INVESTMENT COUNSEL LLC reported IGSB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IGSB position in CUTLER INVESTMENT COUNSEL LLC's portfolio?

The largest reported portfolio weight for IGSB was 4.83% in 2025 Q1.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2026 Q2, when CUTLER INVESTMENT COUNSEL LLC reported 881,726 shares, equal to 4.35% of portfolio, with an estimated market value of $46.2M.

What does the chart on this IGSB ownership page compare?

The chart compares CUTLER INVESTMENT COUNSEL LLC'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 CUTLER INVESTMENT COUNSEL LLC time their IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, CUTLER INVESTMENT COUNSEL LLC correctly timed 30 out of 53 reported position changes (57%). The annualised alpha on IGSB relative to SPY over the holding period was -24.4%.

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