IGEB ISHARES TR
FollowINVESTMENT GRADE (fund)
Filings received so far for Q3 2026: 5 13F filers report a position in IGEB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 603,278 | $25.8M | 5.24% | -21,008 | 13F-HRTimeline |
| Breakwater Capital Group | 66,869 | $2.86M | 0.34% | -68,949 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 41,326 | $1.77M | 0.01% | +253 | 13F-HRTimeline |
| SigFig Wealth Management, LLC | 7,402 | $317K | 0.01% | +1,478 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 757 | $32.4K | <0.01% | -7 | 13F-HRTimeline |