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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TR

Steward Partners Investment Advisory, LLC holds 231,299 shares of IGIB (ISHARES TR), worth $12.3M as of 2026-Q2. The position was increased (+2.1% shares). IGIB represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$12.3M

Current Shares

231,299

Total Value Change

+$4.6M

Total Shares Change

+87,767

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
231,299
+2.1%
$12.3M0.1%$52.73
28
2026-Q1
Increased
226,619
+6.1%
$12.1M0.1%$52.14
30
2025-Q4
Increased
213,590
+1.5%
$11.5M0.1%$52.37
28
2025-Q3
Increased
210,486
+5.3%
$11.4M0.1%$51.76
29
2025-Q2
Increased
199,945
+13.6%
$10.7M0.1%$50.40
31
2025-Q1
Increased
176,040
+6.3%
$9.2M0.1%$49.10
29
2024-Q4
Increased
165,569
+15.3%
$8.5M0.1%$47.79
32
2024-Q3
Increased
143,532
+3.1%
$7.7M0.1%$49.11
28

Other major holders of IGIB: BNP PARIBAS FINANCIAL MARKETS, Financial Engines Advisors L.L.C.

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