Winthrop Capital Management, LLC IGSB iShares Short-Term Corp Bond ETF

Ownership history in Winthrop Capital Management, LLC  ·  6 quarters on record

AI Ownership Summary

Winthrop Capital Management, LLC reported iShares Short-Term Corp Bond ETF (IGSB) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.58% in 2025 Q1. The latest visible filing shows IGSB at 0.50% 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 Winthrop Capital Management, LLC's position in iShares Short-Term Corp 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
2025 Q4

IGSB was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2025 Q1

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

Time in book
Holding Window
2023 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 Winthrop Capital Management, LLC held IGSB — position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 40,320 0% 0.50% $2.1M 2026-02-10 $52.43
2025 Q3 UNCHANGED 40,320 0% 0.52% $2.1M 2025-11-13 $51.66
2025 Q2 UNCHANGED 40,320 0% 0.54% $2.1M 2025-08-07 $50.96
2025 Q1 ADDED 40,320 +6,380 +18.8% 0.58% $2.1M 2025-05-06 $49.90
2024 Q4 ADDED 33,940 +1,940 +6.1% 0.47% $1.8M 2025-02-13 $49.04
2023 Q4 INITIATED 32,000 0.54% $1.6M 2024-02-09 $46.41

FAQ About Winthrop 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 Winthrop Capital Management, LLC reported owning IGSB?

Winthrop Capital Management, LLC reported IGSB across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for IGSB was 0.58% in 2025 Q1.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2025 Q4, when Winthrop Capital Management, LLC reported 40,320 shares, equal to 0.50% of portfolio, with an estimated market value of $2.1M.

What does the chart on this IGSB ownership page compare?

The chart compares Winthrop 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.

How well did Winthrop Capital Management, LLC time their IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, Winthrop Capital Management, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IGSB relative to SPY over the holding period was -7.0%.

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