IGSB — ISHARES TR

Ownership history in Wealth Forward, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wealth Forward, LLC reported a position in ISHARES TR (IGSB). 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.

Peak position
6.21% (2025 Q3)
Avg. % of fund
6.15%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 204,076 +2,376 +1.2% 6.10% $10.8M $52.49
2025 Q3 INITIATED 201,700 — — 6.21% $10.7M $51.85
% of Fund (quarterly)    IGSB price (monthly, adj. close)

Other funds also holding IGSB

As of 2025 Q4 — sorted by position size

Schaeffer Financial LLC 3Y 28.15% Matson Money. Inc. 3Y 7Y 23.6% MARYLAND CAPITAL ADVISORS INC. 3Y 22.22% Kiker Wealth Management, LLC 16.17% Parkside Investments, LLC 3Y 7Y 10.69% ARCH CAPITAL GROUP LTD. 3Y 8.49% Klaas Financial Asset Advisors, LLC 3Y 8.12% Courage Miller Partners, LLC 3Y 7Y 6.94% BARINGS LLC 3Y 7Y 6.66% MTC Wealth Management LLC 3Y 5.79%
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