IGSB β€” ISHARES TR

Ownership history in Viewpoint Capital Management LLC  Β·  2 quarters on record

AI Ownership Summary

Viewpoint Capital Management LLC reported ISHARES TR (IGSB) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows IGSB at 0.00% 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 Viewpoint Capital Management 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 Q3

IGSB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 Viewpoint Capital Management LLC held IGSB β€” position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 113 +65 +135.4% 0.00% $6K 2025-10-22 $52.15
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Viewpoint Capital Management 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 Viewpoint Capital Management LLC reported owning IGSB?

Viewpoint Capital Management LLC reported IGSB across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported IGSB position in Viewpoint Capital Management LLC's portfolio?

The largest reported portfolio weight for IGSB was 0.00% in 2025 Q3.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2025 Q3, when Viewpoint Capital Management LLC reported 113 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this IGSB ownership page compare?

The chart compares Viewpoint Capital Management 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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