IGIB — ISHARES TR

Ownership history in Flagstone Financial Management  ·  8 quarters on record

This page tracks every 13F SEC filing in which Flagstone Financial Management 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
11.18% (2025 Q1)
Avg. % of fund
10.24%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 760,236 +19,716 +2.7% 10.51% $41.0M $53.46
2025 Q3 ADDED 740,520 +33,684 +4.8% 10.57% $40.1M $52.83
2025 Q2 ADDED 706,836 +46,186 +7.0% 10.80% $37.7M $51.45
2025 Q1 ADDED 660,650 +33,010 +5.3% 11.18% $34.7M $50.12
4 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% Dodds Wealth, LLC 11.08% 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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