IGIB — ISHARES TR

Ownership history in Dodds Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Dodds Wealth, LLC reported a position in ISHARES TR (IGIB). 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
15.18% (2023 Q4)
Avg. % of fund
12.6%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 838,687 +13,860 +1.7% 11.08% $45.2M $53.46
2025 Q3 ADDED 824,827 +51,377 +6.6% 11.05% $44.6M $52.83
2025 Q2 ADDED 773,450 +17,225 +2.3% 11.05% $41.2M $51.45
2025 Q1 ADDED 756,225 +9,649 +1.3% 12.94% $39.7M $50.12
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGIB price (monthly, adj. close)

Other funds also holding IGIB

As of 2025 Q4 — sorted by position size

Thoma Capital Management LLC 19.39% Klaas Financial Asset Advisors, LLC 3Y 13.13% BCK Partners, Inc. 3Y 11.21% Flagstone Financial Management 3Y 10.51% MFA WEALTH ADVISORS, LLC 3Y 7Y 9.08% One Capital Management, LLC 3Y 7Y 8.61% Mendota Financial Group, LLC 3Y 8.18% Mittelman Wealth Management 6.87% Financial Engines Advisors L.L.C. 3Y 7Y 6.45% Charter Oak Capital Management, LLC 3Y 6.28%
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