IGEB β€” ISHARES TR INVESTMENT GRADE

Ownership history in Hoese & Co LLP  Β·  6 quarters on record

AI Ownership Summary

Hoese & Co LLP reported ISHARES TR INVESTMENT GRADE (IGEB) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 3.61% in 2025 Q4. The latest visible filing shows IGEB at 3.61% 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.

What this IGEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoese & Co LLP's position in ISHARES TR INVESTMENT GRADE, 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

IGEB was reported at 3.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.61% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 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.

How Hoese & Co LLP held IGEB β€” position size vs. price
% of Fund (quarterly)    IGEB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 110,996 +35,387 +46.8% 3.61% $5.1M 2026-02-14 (Est.) $45.87
2025 Q3 ADDED 75,609 +16,090 +27.0% 2.66% $3.5M 2025-10-16 $45.35
2025 Q2 ADDED 59,519 +3,840 +6.9% 2.18% $2.7M 2025-07-29 $43.89
2025 Q1 ADDED 55,679 +1,404 +2.6% 2.17% $2.5M 2025-04-11 $41.72
2024 Q4 ADDED 54,275 +16,150 +42.4% 2.09% $2.4M 2025-01-16 $41.80
2024 Q3 INITIATED 38,125 β€” β€” 1.48% $1.8M 2024-10-09 $42.62

FAQ About Hoese & Co LLP and IGEB

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

How long has Hoese & Co LLP reported owning IGEB?

Hoese & Co LLP reported IGEB across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IGEB position in Hoese & Co LLP's portfolio?

The largest reported portfolio weight for IGEB was 3.61% in 2025 Q4.

What is the latest reported IGEB position on this page?

The most recent filing on this page is 2025 Q4, when Hoese & Co LLP reported 110,996 shares, equal to 3.61% of portfolio, with an estimated market value of $5.1M.

What does the chart on this IGEB ownership page compare?

The chart compares Hoese & Co LLP's quarterly IGEB 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.

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