DecisionMap Wealth Management, LLC IGSB β€” ISHARES TR

Ownership history in DecisionMap Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

DecisionMap Wealth Management, LLC reported ISHARES TR (IGSB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.9% in 2024 Q4. The latest visible filing shows IGSB at 0.63% 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 IGSB 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
2025 Q4

IGSB was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2024 Q4

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

Time in book
Holding Window
2024 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 DecisionMap Wealth Management, LLC held IGSB β€” position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18.4% +0.1% ❌ 19,251 -4,333 -18.4% 0.63% $1.0M 2026-01-07 $52.33
2025 Q3 ADDED β€” β€” β€” 23,584 +1,083 +4.8% 0.80% $1.3M 2025-10-16 $51.94
2025 Q2 ADDED β€” β€” β€” 22,501 +386 +1.7% 0.81% $1.2M 2025-07-30 $50.86
2025 Q1 ADDED β€” β€” β€” 22,115 +36 +0.2% 0.88% $1.2M 2025-04-21 $49.74
2024 Q4 INITIATED β€” β€” β€” 22,079 β€” β€” 0.90% $1.1M 2025-02-10 $49.19

FAQ About DecisionMap Wealth Management, 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 DecisionMap Wealth Management, LLC reported owning IGSB?

DecisionMap Wealth Management, LLC reported IGSB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for IGSB was 0.90% in 2024 Q4.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2025 Q4, when DecisionMap Wealth Management, LLC reported 19,251 shares, equal to 0.63% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IGSB ownership page compare?

The chart compares DecisionMap Wealth Management, 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 DecisionMap Wealth Management, LLC time their IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, DecisionMap Wealth Management, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on IGSB relative to SPY over the holding period was -8.5%.

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