TITLEIST ASSET MANAGEMENT, LLC IGLB — ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

Ownership history in TITLEIST ASSET MANAGEMENT, LLC  ·  7 quarters on record

AI Ownership Summary

TITLEIST ASSET MANAGEMENT, LLC reported ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.31% in 2025 Q4. The latest visible filing shows IGLB at 0.28% 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 IGLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TITLEIST ASSET MANAGEMENT, LLC's position in ISHARES 10 YEAR INVESTMENT GRADE CORPORATE 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

IGLB was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 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 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.

IGLB stock page TITLEIST ASSET MANAGEMENT, LLC fund profile TITLEIST ASSET MANAGEMENT, LLC full holdings
How TITLEIST ASSET MANAGEMENT, LLC held IGLB — position size vs. price
% of Fund (quarterly)    IGLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 81,884 +2,133 +2.7% 0.28% $4.1M 2026-07-20 $48.65
2026 Q1 ADDED — — — 79,751 +3,619 +4.8% 0.30% $4.0M 2026-04-30 $48.96
2025 Q4 ADDED — — — 76,132 +25,294 +49.8% 0.31% $3.8M 2026-02-12 $50.06
2025 Q3 ADDED — — — 50,838 +2,557 +5.3% 0.23% $2.6M 2025-11-05 $49.10
2025 Q2 REDUCED — — — 48,281 -1,249 -2.5% 0.24% $2.4M 2025-08-12 $47.91
2025 Q1 ADDED — — — 49,530 +2,621 +5.6% 0.29% $2.5M 2025-05-15 $45.66
2024 Q4 INITIATED — — — 46,909 — — 0.27% $2.3M 2025-02-13 $46.38

🏢 Other funds also holding IGLB

As of 2026 Q2 — sorted by position size

Thoma Capital Management LLC 4.24% Klaas Financial Asset Advisors, LLC 3Y 2.97% Investors Research Corp 3Y 7Y 1.0% Israel Discount Bank of New York 3Y 7Y 0.64% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 0.63% City Center Advisors, LLC 0.45% Hennion & Walsh Asset Management, Inc. 3Y 0.23% SlateStone Wealth, LLC 3Y 7Y 0.2% CoreCap Advisors, LLC 3Y 0.19% LexAurum Advisors, LLC 3Y 7Y 0.14%

FAQ About TITLEIST ASSET MANAGEMENT, LLC and IGLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has TITLEIST ASSET MANAGEMENT, LLC reported owning IGLB?

TITLEIST ASSET MANAGEMENT, LLC reported IGLB across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IGLB position in TITLEIST ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for IGLB was 0.31% in 2025 Q4.

What is the latest reported IGLB position on this page?

The most recent filing on this page is 2026 Q2, when TITLEIST ASSET MANAGEMENT, LLC reported 81,884 shares, equal to 0.28% of portfolio, with an estimated market value of $4.1M.

What does the chart on this IGLB ownership page compare?

The chart compares TITLEIST ASSET MANAGEMENT, LLC's quarterly IGLB 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.

How well did TITLEIST ASSET MANAGEMENT, LLC time their IGLB position?

Based on 13F filing dates vs. subsequent IGLB price moves, TITLEIST ASSET MANAGEMENT, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on IGLB relative to SPY over the holding period was -10.9%.

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