Miller Global Investments, LLC IGSB β€” ISHARES 1-3 YR CREDIT BOND ETF

Ownership history in Miller Global Investments, LLC  Β·  1 quarter on record

AI Ownership Summary

Miller Global Investments, LLC reported ISHARES 1-3 YR CREDIT BOND ETF (IGSB) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 2.26% in 2026 Q2. The latest visible filing shows IGSB at 2.26% 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 IGSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Miller Global Investments, LLC's position in ISHARES 1-3 YR CREDIT BOND ETF, 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
2026 Q2

IGSB was reported at 2.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Miller Global Investments, LLC held IGSB β€” position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 52,031 β€” β€” 2.26% $2.7M 2026-07-01 $52.17

🏒 Other funds also holding IGSB

As of 2026 Q2 β€” sorted by position size

Brick & Kyle, Associates 3Y 7Y 0.08% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.03% EASTERN BANK 3Y 7Y 0.01%

FAQ About Miller Global Investments, 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 Miller Global Investments, LLC reported owning IGSB?

Miller Global Investments, LLC reported IGSB across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported IGSB position in Miller Global Investments, LLC's portfolio?

The largest reported portfolio weight for IGSB was 2.26% in 2026 Q2.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2026 Q2, when Miller Global Investments, LLC reported 52,031 shares, equal to 2.26% of portfolio, with an estimated market value of $2.7M.

What does the chart on this IGSB ownership page compare?

The chart compares Miller Global Investments, 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.

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