IGIB ISHARES TR

Ownership history in GDS Wealth Management  ·  15 quarters on record

This page tracks every 13F SEC filing in which GDS Wealth 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
1.82% (2025 Q1)
Avg. % of fund
0.68%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 428,288 -14,621 -3.3% 1.44% $23.1M $53.46
2025 Q3 ADDED 442,909 +18,048 +4.2% 1.58% $24.0M $52.83
2025 Q2 ADDED 424,861 +18,464 +4.5% 1.65% $22.6M $51.45
2025 Q1 ADDED 406,397 +43,669 +12.0% 1.82% $21.3M $50.12
2024 Q4 ADDED 362,728 +40,333 +12.5% 1.70% $18.7M $48.79
2024 Q3 ADDED 322,395 +318,383 +7935.8% 1.69% $17.3M $50.13
2024 Q2 ADDED 4,012 +2 +0.0% 0.02% $206K $47.31
2024 Q1 REDUCED 4,010 -296 -6.9% 0.02% $207K $47.10
2023 Q4 REDUCED 4,306 -287 -6.2% 0.03% $224K $47.14
2023 Q3 REDUCED 4,593 -27 -0.6% 0.04% $223K $43.49
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGIB price (monthly, adj. close)
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