Hirtle Callaghan & Co LLC IGSB — iShares 1-3 Year Credit Bond

Ownership history in Hirtle Callaghan & Co LLC  ·  34 quarters on record

AI Ownership Summary

Hirtle Callaghan & Co LLC reported iShares 1-3 Year Credit Bond (IGSB) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.2% in 2023 Q4. The latest visible filing shows IGSB at 0.08% 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 IGSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hirtle Callaghan & Co LLC's position in iShares 1-3 Year Credit Bond, 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
2025 Q4

IGSB was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2023 Q4

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 2025 Q4

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.

IGSB stock page Hirtle Callaghan & Co LLC fund profile Hirtle Callaghan & Co LLC full holdings
How Hirtle Callaghan & Co LLC held IGSB — position size vs. price
% of Fund (quarterly)    IGSB 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)
2025 Q4 UNCHANGED — — — 46,920 — 0% 0.08% $2.5M 2026-02-14 (Est.) $52.53
2025 Q3 UNCHANGED — — — 46,920 — 0% 0.09% $2.5M 2025-11-13 $51.66
2025 Q2 REDUCED — — — 46,920 -139 -0.3% 0.09% $2.5M 2025-08-14 $51.02
2025 Q1 REDUCED 20.1% +1.9% ❌ 47,059 -11,841 -20.1% 0.10% $2.5M 2025-05-12 $49.79
2024 Q4 REDUCED 14.5% +2.0% ❌ 58,900 -9,974 -14.5% 0.13% $3.0M 2025-02-11 $49.01
2024 Q3 REDUCED 13.7% -0.5% ✅ 68,874 -10,964 -13.7% 0.15% $3.6M 2024-11-13 $48.49
2024 Q2 REDUCED — — — 79,838 -935 -1.2% 0.18% $4.1M 2024-08-13 $48.24
2024 Q1 REDUCED 5.4% +0.8% ❌ 80,773 -4,612 -5.4% 0.18% $4.1M 2024-05-10 $46.69
2023 Q4 REDUCED 44.2% +0.4% ❌ 85,385 -67,509 -44.2% 0.20% $4.4M 2024-02-13 $46.23
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGSB

As of 2026 Q1 — sorted by position size

Schaeffer Financial LLC 3Y 28.73% Matson Money. Inc. 3Y 7Y 24.0% JBGlobal.com LLC 19.84% Vertex Investment Solutions Co., Ltd. 13.95% Elevate Capital Advisors, LLC 11.76% Parkside Investments, LLC 3Y 7Y 11.26% Artesa Financial Group, LLC 8.75% Northstar Advisory Group, LLC 3Y 7.41% Ameliora Wealth Management Ltd. 3Y 7.37% Courage Miller Partners, LLC 3Y 7Y 6.64%

FAQ About Hirtle Callaghan & Co LLC and IGSB

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

How long has Hirtle Callaghan & Co LLC reported owning IGSB?

Hirtle Callaghan & Co LLC reported IGSB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IGSB position in Hirtle Callaghan & Co LLC's portfolio?

The largest reported portfolio weight for IGSB was 0.20% in 2023 Q4.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2025 Q4, when Hirtle Callaghan & Co LLC reported 46,920 shares, equal to 0.08% of portfolio, with an estimated market value of $2.5M.

What does the chart on this IGSB ownership page compare?

The chart compares Hirtle Callaghan & Co LLC's quarterly IGSB 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 Hirtle Callaghan & Co LLC time their IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, Hirtle Callaghan & Co LLC correctly timed 11 out of 32 reported position changes (34%). The annualised alpha on IGSB relative to SPY over the holding period was -9.7%.

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