Holistic Financial Partners IGIB — ISHARES TR

Ownership history in Holistic Financial Partners  ·  12 quarters on record

AI Ownership Summary

Holistic Financial Partners reported ISHARES TR (IGIB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.93% in 2023 Q4. The latest visible filing shows IGIB at 0.50% 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 IGIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Holistic Financial Partners's position in ISHARES TR, 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

IGIB was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% 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.

IGIB stock page Holistic Financial Partners fund profile Holistic Financial Partners full holdings
How Holistic Financial Partners held IGIB — position size vs. price
% of Fund (quarterly)    IGIB 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 ADDED — — — 25,366 +907 +3.7% 0.50% $1.4M 2026-02-14 (Est.) $53.69
2025 Q3 REDUCED — — — 24,459 -593 -2.4% 0.54% $1.3M 2025-11-07 $52.62
2025 Q2 REDUCED — — — 25,052 -1,060 -4.1% 0.58% $1.3M 2025-08-05 $51.58
2025 Q1 REDUCED 9.3% +2.7% ❌ 26,112 -2,671 -9.3% 0.66% $1.4M 2025-05-06 $49.66
2024 Q4 REDUCED — — — 28,783 -508 -1.7% 0.74% $1.5M 2025-02-04 $48.82
2024 Q3 ADDED — — — 29,291 +664 +2.3% 0.76% $1.6M 2024-11-07 $48.79
2024 Q2 REDUCED — — — 28,627 -338 -1.2% 0.74% $1.5M 2024-07-30 $47.89
2024 Q1 REDUCED — — — 28,965 -717 -2.4% 0.76% $1.5M 2024-05-08 $46.34
2023 Q4 REDUCED — — — 29,682 -1,313 -4.2% 0.93% $1.5M 2024-02-12 $46.26
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGIB

As of 2026 Q1 — sorted by position size

Thoma Capital Management LLC 20.1% BIRCHBROOK, INC. 12.17% BCK Partners, Inc. 3Y 11.38% Flagstone Financial Management 3Y 10.7% Petersen Hastings Wealth Advisors Inc. 9.6% MFA WEALTH ADVISORS, LLC 3Y 7Y 9.29% SEMITAM BONAM LLC 8.9% Mendota Financial Group, LLC 3Y 8.23% Freestate Advisors LLC 3Y 7.64% Ameliora Wealth Management Ltd. 3Y 7.63%

FAQ About Holistic Financial Partners and IGIB

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

How long has Holistic Financial Partners reported owning IGIB?

Holistic Financial Partners reported IGIB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IGIB position in Holistic Financial Partners's portfolio?

The largest reported portfolio weight for IGIB was 0.93% in 2023 Q4.

What is the latest reported IGIB position on this page?

The most recent filing on this page is 2025 Q4, when Holistic Financial Partners reported 25,366 shares, equal to 0.50% of portfolio, with an estimated market value of $1.4M.

What does the chart on this IGIB ownership page compare?

The chart compares Holistic Financial Partners's quarterly IGIB 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 Holistic Financial Partners time their IGIB position?

Based on 13F filing dates vs. subsequent IGIB price moves, Holistic Financial Partners correctly timed 2 out of 10 reported position changes (20%). The annualised alpha on IGIB relative to SPY over the holding period was -11.0%.

← Back to Holistic Financial Partners Holdings