IGIB — ISHARES TR

Ownership history in Lifeworks Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC 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
0.19% (2021 Q4)
Avg. % of fund
0.08%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,723 -899 -19.5% 0.03% $201K $52.83
2025 Q2 ADDED 4,622 +697 +17.8% 0.04% $246K $51.45
2021 Q4 INITIATED 3,925 — — 0.19% $233K $50.19
% of Fund (quarterly)    IGIB price (monthly, adj. close)

Other funds also holding IGIB

As of 2025 Q4 — sorted by position size

Thoma Capital Management LLC 19.39% Klaas Financial Asset Advisors, LLC 3Y 13.13% BCK Partners, Inc. 3Y 11.21% Dodds Wealth, LLC 11.08% Flagstone Financial Management 3Y 10.51% MFA WEALTH ADVISORS, LLC 3Y 7Y 9.08% One Capital Management, LLC 3Y 7Y 8.61% Mendota Financial Group, LLC 3Y 8.18% Mittelman Wealth Management 6.87% Financial Engines Advisors L.L.C. 3Y 7Y 6.45%
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