Dakota Wealth Management

Position in IGSB — iShares 1-5 Year Investment Grade Corporate Bond ETF

CIK 1631353 PALM BEACH GARDENS, FL

All Filings in IGSB

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IGSB	$52,099,626	991,241	+7.5%	Shares	Sole	2026-05-07
2025-12-31 IGSB	$48,780,530	922,476	+23.9%	Shares	Sole	2026-01-13
2025-09-30 IGSB	$39,483,380	744,548	+8.3%	Shares	Sole	2025-11-10
2025-06-30 IGSB	$36,255,458	687,177	+33.5%	Shares	Sole	2025-07-16
2025-03-31 IGSB	$26,954,524	514,694	+9.9%	Shares	Sole	2025-05-02
2024-12-31 IGSB	$24,211,316	468,304	+14.0%	Shares	Sole	2025-01-17
2024-09-30 IGSB	$21,626,672	410,685	+27.2%	Shares	Sole	2024-10-23
2024-06-30 IGSB	$16,540,733	322,809	+16.1%	Shares	Sole	2024-07-22
2024-03-31 IGSB	$14,261,429	278,109	+58.5%	Shares	Sole	2024-04-24
2023-12-31 IGSB	$8,999,075	175,489	+12.6%	Shares	Sole	2024-01-30
2023-09-30 IGSB	$7,768,596	155,902	+15.8%	Shares	Sole	2023-10-24
2023-06-30 IGSB	$6,756,745	134,677	+3.7%	Shares	Sole	2023-07-31
2023-03-31 IGSB	$6,563,528	129,868	+9.5%	Shares	Sole	2023-04-14
2022-12-31 IGSB	$5,908,004	118,587	-2.7%	Shares	Sole	2023-02-08
2022-09-30 IGSB	$6,003,536	121,825	+39.6%	Shares	Sole	2022-11-10
2022-06-30 IGSB	$4,412,863	87,297	+17.4%	Shares	Sole	2022-08-05
2022-03-31 IGSB	$3,845,330	74,349	+25.1%	Shares	Sole	2022-05-13
2021-12-31 IGSB	$3,201,980	59,428	+3.0%	Shares	Sole	2022-02-10
2021-09-30 IGSB	$3,151,143	57,671	-1.2%	Shares	Sole	2021-11-15
2021-06-30 IGSB	$3,198,108	58,349	-5.1%	Shares	Sole	2021-08-02
2021-03-31 IGSB	$3,360,632	61,460	+6.2%	Shares	Sole	2021-05-10
2020-12-31 IGSB	$3,194,067	57,895	+0.3%	Shares	Sole	2021-02-12
2020-09-30 IGSB	$3,168,471	57,703	-4.4%	Shares	Sole	2020-11-04
2020-06-30 IGSB	$3,303,006	60,373	+2.0%	Shares	Sole	2020-08-07
2020-03-31 IGSB	$3,099,973	59,205	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.