IGSB β€” ISHARES TR

Ownership history in Powers Advisory Group, LLC  Β·  16 quarters on record

AI Ownership Summary

Powers Advisory Group, LLC reported ISHARES TR (IGSB) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.78% in 2023 Q3. The latest visible filing shows IGSB at 3.56% 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 IGSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Powers Advisory Group, LLC'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

IGSB was reported at 3.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.78% in 2023 Q3

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

Time in book
Holding Window
2023 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 Powers Advisory Group, LLC held IGSB β€” position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 178,796 -548 -0.3% 3.56% $9.5M 2026-02-14 (Est.) $52.93
2025 Q3 REDUCED 179,344 -19,067 -9.6% 3.79% $9.5M 2025-10-22 $52.15
2025 Q2 ADDED 198,411 +2,210 +1.1% 4.60% $10.5M 2025-07-18 $51.01
2025 Q1 ADDED 196,201 +3,547 +1.8% 4.90% $10.3M 2025-04-16 $49.98
2024 Q4 REDUCED 192,654 -4,453 -2.3% 4.99% $10.0M 2025-01-23 $49.20
2024 Q3 ADDED 197,107 +4,022 +2.1% 5.18% $10.4M 2024-10-18 $49.09
2024 Q2 ADDED 193,085 +11,399 +6.3% 5.40% $9.9M 2024-07-24 $47.93
2024 Q1 ADDED 181,686 +9,067 +5.3% 5.33% $9.3M 2024-04-19 $46.66
2023 Q4 ADDED 172,619 +1,798 +1.1% 5.46% $8.9M 2024-01-17 $46.67
2023 Q3 ADDED 170,821 +7,617 +4.7% 5.78% $8.5M 2023-10-19 $44.64
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Powers Advisory Group, 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 Powers Advisory Group, LLC reported owning IGSB?

Powers Advisory Group, LLC reported IGSB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IGSB position in Powers Advisory Group, LLC's portfolio?

The largest reported portfolio weight for IGSB was 5.78% in 2023 Q3.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2025 Q4, when Powers Advisory Group, LLC reported 178,796 shares, equal to 3.56% of portfolio, with an estimated market value of $9.5M.

What does the chart on this IGSB ownership page compare?

The chart compares Powers Advisory Group, 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.

← Back to Powers Advisory Group, LLC Holdings