DT Investment Partners, LLC IGIB — ISHARES TR BARCLY INTER CR

Ownership history in DT Investment Partners, LLC  ·  58 quarters on record

AI Ownership Summary

DT Investment Partners, LLC reported ISHARES TR BARCLY INTER CR (IGIB) in 58 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.77% in 2025 Q3. The latest visible filing shows IGIB at 1.49% 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 IGIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DT Investment Partners, LLC's position in ISHARES TR BARCLY INTER CR, 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

IGIB was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2025 Q3

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 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.

IGIB stock page DT Investment Partners, LLC fund profile DT Investment Partners, LLC full holdings
How DT Investment Partners, LLC held IGIB — position size vs. price
% of Fund (quarterly)    IGIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 335,367 +7,130 +2.2% 1.49% $17.8M 2026-05-15 $52.32
2025 Q4 REDUCED 15.1% -0.5% ✅ 328,237 -58,206 -15.1% 1.46% $17.7M 2026-02-10 $52.98
2025 Q3 ADDED — — — 386,443 +41,566 +12.1% 1.77% $20.9M 2025-10-22 $52.53
2025 Q2 REDUCED — — — 344,877 -272 -0.1% 1.65% $18.4M 2025-07-22 $50.67
2025 Q1 REDUCED 14.4% +2.6% ❌ 345,149 -58,066 -14.4% 1.75% $18.1M 2025-04-29 $49.53
2024 Q4 ADDED — — — 403,215 +6,249 +1.6% 1.76% $20.8M 2025-01-30 $48.41
2024 Q3 ADDED — — — 396,966 +11,651 +3.0% 1.73% $21.3M 2024-10-23 $48.32
2024 Q2 ADDED — — — 385,315 +165,191 +75.0% 1.75% $19.8M 2024-07-24 $47.04
2024 Q1 ADDED — — — 220,124 +3,586 +1.7% 1.15% $11.4M 2024-05-13 $45.91
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGIB

As of 2026 Q2 — sorted by position size

BIRCHBROOK, INC. 12.01% Mendota Financial Group, LLC 3Y 7.59% Freestate Advisors LLC 3Y 7Y 7.17% Israel Discount Bank of New York 3Y 7Y 6.61% ALONGSIDE, LLC 3.41% Financial Management, Inc. 3.16% Agate Pass Investment Management, LLC 3Y 1.97% Winter & Associates, Inc. 1.69% Breakwater Capital Group 3Y 0.53% Boltwood Capital Management 3Y 7Y 0.3%

FAQ About DT Investment Partners, LLC and IGIB

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

How long has DT Investment Partners, LLC reported owning IGIB?

DT Investment Partners, LLC reported IGIB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IGIB position in DT Investment Partners, LLC's portfolio?

The largest reported portfolio weight for IGIB was 1.77% in 2025 Q3.

What is the latest reported IGIB position on this page?

The most recent filing on this page is 2026 Q1, when DT Investment Partners, LLC reported 335,367 shares, equal to 1.49% of portfolio, with an estimated market value of $17.8M.

What does the chart on this IGIB ownership page compare?

The chart compares DT Investment Partners, LLC's quarterly IGIB 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 DT Investment Partners, LLC time their IGIB position?

Based on 13F filing dates vs. subsequent IGIB price moves, DT Investment Partners, LLC correctly timed 29 out of 57 reported position changes (51%). The annualised alpha on IGIB relative to SPY over the holding period was +21.9%.

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