Ownership history in REBALANCE, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which REBALANCE, LLC reported a position in ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 165,190 | +3,028 | +1.9% | 0.52% | $8.9M | $53.46 |
| 2025 Q3 | ADDED | 162,162 | +4,190 | +2.7% | 0.53% | $8.8M | $52.83 |
| 2025 Q2 | ADDED | 157,972 | +1,357 | +0.9% | 0.57% | $8.4M | $51.45 |
| 2025 Q1 | REDUCED | 156,615 | -19,663 | -11.2% | 0.61% | $8.2M | $50.12 |
| 2024 Q4 | ADDED | 176,278 | +6,175 | +3.6% | 0.68% | $9.1M | $48.79 |
| 2024 Q3 | ADDED | 170,103 | +942 | +0.6% | 0.67% | $9.1M | $50.13 |
| 2024 Q2 | ADDED | 169,161 | +17,492 | +11.5% | 0.70% | $8.7M | $47.31 |
| 2024 Q1 | ADDED | 151,669 | +9,710 | +6.8% | 0.64% | $7.8M | $47.10 |
| 2023 Q4 | REDUCED | 141,959 | -4,368 | -3.0% | 0.64% | $7.4M | $47.14 |
| 2023 Q3 | ADDED | 146,327 | +6,708 | +4.8% | 0.69% | $7.1M | $43.49 |
As of 2025 Q4 — sorted by position size