IGSB — ISHARES TR

Ownership history in MARYLAND CAPITAL ADVISORS INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which MARYLAND CAPITAL ADVISORS INC. reported a position in ISHARES TR (IGSB). 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
22.22% (2025 Q4)
Avg. % of fund
8.31%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,241,553 +139,472 +12.7% 22.22% $65.7M $52.49
2025 Q3 ADDED 1,102,081 +173,123 +18.6% 20.92% $58.4M $51.85
2025 Q2 ADDED 928,958 +45,560 +5.2% 19.20% $49.0M $51.00
2025 Q1 ADDED 883,398 +156,440 +21.5% 20.42% $46.3M $50.07
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGSB price (monthly, adj. close)

Other funds also holding IGSB

As of 2025 Q4 — sorted by position size

Schaeffer Financial LLC 3Y 28.15% Matson Money. Inc. 3Y 7Y 23.6% Kiker Wealth Management, LLC 16.17% Parkside Investments, LLC 3Y 7Y 10.69% ARCH CAPITAL GROUP LTD. 3Y 8.49% Klaas Financial Asset Advisors, LLC 3Y 8.12% Courage Miller Partners, LLC 3Y 7Y 6.94% BARINGS LLC 3Y 7Y 6.66% Wealth Forward, LLC 6.1% MTC Wealth Management LLC 3Y 5.79%
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