IGEB β€” ISHARES TR

Ownership history in Daybright Advisory Services, Inc.  Β·  1 quarter on record

AI Ownership Summary

Daybright Advisory Services, Inc. reported ISHARES TR (IGEB) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.96% in 2025 Q4. The latest visible filing shows IGEB at 0.96% 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 IGEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Daybright Advisory Services, Inc.'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 Q4

IGEB was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 Daybright Advisory Services, Inc. held IGEB β€” position size vs. price
% of Fund (quarterly)    IGEB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 78,466 β€” β€” 0.96% $3.6M 2026-02-14 (Est.) $45.66

🏒 Other funds also holding IGEB

As of 2026 Q1 β€” sorted by position size

WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 6.09%

FAQ About Daybright Advisory Services, Inc. and IGEB

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

How long has Daybright Advisory Services, Inc. reported owning IGEB?

Daybright Advisory Services, Inc. reported IGEB across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported IGEB position in Daybright Advisory Services, Inc.'s portfolio?

The largest reported portfolio weight for IGEB was 0.96% in 2025 Q4.

What is the latest reported IGEB position on this page?

The most recent filing on this page is 2025 Q4, when Daybright Advisory Services, Inc. reported 78,466 shares, equal to 0.96% of portfolio, with an estimated market value of $3.6M.

What does the chart on this IGEB ownership page compare?

The chart compares Daybright Advisory Services, Inc.'s quarterly IGEB 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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