IGSB β€” ISHARES TR

Ownership history in TABLEAUX LLC  Β·  5 quarters on record

AI Ownership Summary

TABLEAUX LLC reported ISHARES TR (IGSB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.23% in 2024 Q4. The latest visible filing shows IGSB at 2.63% 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 TABLEAUX 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 2.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.23% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 TABLEAUX LLC held IGSB β€” position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 145,935 +26,151 +21.8% 2.63% $3.8M 2026-02-14 (Est.) $52.73
2025 Q3 ADDED 119,784 +106,487 +800.8% 2.54% $6.4M 2025-11-10 $51.86
2025 Q2 REDUCED 13,297 -64,064 -82.8% 1.52% $2.5M 2025-08-12 $51.18
2025 Q1 ADDED 77,361 +1,819 +2.4% 2.92% $4.1M 2025-05-13 $50.01
2024 Q4 INITIATED 75,542 β€” β€” 3.23% $3.9M 2025-03-14 $49.58

🏒 Other funds also holding IGSB

As of 2026 Q1 β€” sorted by position size

Bangor Savings Bank 3Y 7Y 3.66% BEACON FINANCIAL GROUP 3Y 7Y 0.47% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.18%

FAQ About TABLEAUX 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 TABLEAUX LLC reported owning IGSB?

TABLEAUX LLC reported IGSB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IGSB position in TABLEAUX LLC's portfolio?

The largest reported portfolio weight for IGSB was 3.23% in 2024 Q4.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2025 Q4, when TABLEAUX LLC reported 145,935 shares, equal to 2.63% of portfolio, with an estimated market value of $3.8M.

What does the chart on this IGSB ownership page compare?

The chart compares TABLEAUX 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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