IBTL β€” ISHARES TR

Ownership history in DecisionMap Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

DecisionMap Wealth Management, LLC reported ISHARES TR (IBTL) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows IBTL at 0.22% 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 IBTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DecisionMap Wealth Management, LLC'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

IBTL was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% 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 Q2 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.

How DecisionMap Wealth Management, LLC held IBTL β€” position size vs. price
% of Fund (quarterly)    IBTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 16,721 β€” 0% 0.22% $341K 2026-04-15 $20.41
2025 Q4 ADDED 16,721 +6,899 +70.2% 0.21% $343K 2026-01-07 $20.38
2025 Q3 UNCHANGED 9,822 β€” 0% 0.13% $202K 2025-10-16 $20.35
2025 Q2 INITIATED 9,822 β€” β€” 0.14% $201K 2025-07-30 $19.73

FAQ About DecisionMap Wealth Management, LLC and IBTL

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

How long has DecisionMap Wealth Management, LLC reported owning IBTL?

DecisionMap Wealth Management, LLC reported IBTL across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IBTL position in DecisionMap Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IBTL was 0.22% in 2026 Q1.

What is the latest reported IBTL position on this page?

The most recent filing on this page is 2026 Q1, when DecisionMap Wealth Management, LLC reported 16,721 shares, equal to 0.22% of portfolio, with an estimated market value of $341K.

What does the chart on this IBTL ownership page compare?

The chart compares DecisionMap Wealth Management, LLC's quarterly IBTL 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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