Fund Evaluation Group, LLC IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

Ownership history in Fund Evaluation Group, LLC  ·  47 quarters on record

AI Ownership Summary

Fund Evaluation Group, LLC reported ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2024 Q2. The latest visible filing shows IGLB at 0.45% 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 IGLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fund Evaluation Group, LLC's position in ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF, 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

IGLB was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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 Fund Evaluation Group, LLC held IGLB — position size vs. price
% of Fund (quarterly)    IGLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 297,113 0% 0.45% $14.7M 2026-05-08 $49.94
2025 Q4 UNCHANGED 297,113 0% 0.50% $15.0M 2026-02-11 $50.15
2025 Q3 ADDED 297,113 +94,895 +46.9% 0.55% $15.3M 2025-11-12 $49.96
2025 Q2 UNCHANGED 202,218 0% 0.39% $10.2M 2025-08-07 $48.42
2025 Q1 UNCHANGED 202,218 0% 0.44% $10.2M 2025-04-29 $46.99
2024 Q4 UNCHANGED 202,218 0% 0.47% $10.0M 2025-02-12 $46.22
2024 Q3 ADDED 202,218 +151,850 +301.5% 0.60% $10.8M 2024-11-12 $47.09
2024 Q2 REDUCED 70.9% +8.4% 50,368 -122,467 -70.9% 0.62% $10.1M 2024-08-06 $47.04
2024 Q1 UNCHANGED 172,835 0% 0.56% $8.9M 2024-05-08 $44.93
2023 Q4 REDUCED 172,835 -3 -0.0% 0.59% $8.1M 2024-02-12 $45.39
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Fund Evaluation Group, LLC and IGLB

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

How long has Fund Evaluation Group, LLC reported owning IGLB?

Fund Evaluation Group, LLC reported IGLB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IGLB position in Fund Evaluation Group, LLC's portfolio?

The largest reported portfolio weight for IGLB was 0.62% in 2024 Q2.

What is the latest reported IGLB position on this page?

The most recent filing on this page is 2026 Q1, when Fund Evaluation Group, LLC reported 297,113 shares, equal to 0.45% of portfolio, with an estimated market value of $14.7M.

What does the chart on this IGLB ownership page compare?

The chart compares Fund Evaluation Group, LLC's quarterly IGLB 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 Fund Evaluation Group, LLC time their IGLB position?

Based on 13F filing dates vs. subsequent IGLB price moves, Fund Evaluation Group, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on IGLB relative to SPY over the holding period was -14.4%.

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