Patriot Financial Group Insurance Agency, LLC IGOV — ISHARES TR

Ownership history in Patriot Financial Group Insurance Agency, LLC  ·  5 quarters on record

AI Ownership Summary

Patriot Financial Group Insurance Agency, LLC reported ISHARES TR (IGOV) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.78% in 2025 Q3. The latest visible filing shows IGOV at 0.69% 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 IGOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Patriot Financial Group Insurance Agency, LLC's position in ISHARES TR, 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
2026 Q2

IGOV was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

IGOV stock page Patriot Financial Group Insurance Agency, LLC fund profile Patriot Financial Group Insurance Agency, LLC full holdings
How Patriot Financial Group Insurance Agency, LLC held IGOV — position size vs. price
% of Fund (quarterly)    IGOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 164,412 -154,974 -48.5% 0.69% $6.7M 2026-07-16 $40.85
2026 Q1 ADDED — — — 319,386 +166,083 +108.3% 0.74% $13.1M 2026-04-22 $41.73
2025 Q4 ADDED — — — 153,303 +9,752 +6.8% 0.76% $6.4M 2026-01-26 $42.41
2025 Q3 ADDED — — — 143,551 +29,995 +26.4% 0.78% $6.1M 2025-10-08 $41.59
2025 Q2 INITIATED — — — 113,556 — — 0.56% $4.9M 2025-07-21 $41.91

🏢 Other funds also holding IGOV

As of 2026 Q2 — sorted by position size

Israel Discount Bank of New York 3Y 7Y 6.28% Aspect Partners, LLC 3.79% DMC Group, LLC 3Y 2.58% Topel & Distasi Wealth Management, LLC 3Y 1.67% Checchi Capital Advisers, LLC 3Y 7Y 1.09% LEUTHOLD GROUP, LLC 3Y 7Y 1.02% Upper Left Wealth Management, LLC 3Y 0.74% VERITY Wealth Advisors 3Y 7Y 0.63% CHAPMAN FINANCIAL GROUP, LLC 0.51% Haven Private, LLC 0.38%

FAQ About Patriot Financial Group Insurance Agency, LLC and IGOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Patriot Financial Group Insurance Agency, LLC reported owning IGOV?

Patriot Financial Group Insurance Agency, LLC reported IGOV across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported IGOV position in Patriot Financial Group Insurance Agency, LLC's portfolio?

The largest reported portfolio weight for IGOV was 0.78% in 2025 Q3.

What is the latest reported IGOV position on this page?

The most recent filing on this page is 2026 Q2, when Patriot Financial Group Insurance Agency, LLC reported 164,412 shares, equal to 0.69% of portfolio, with an estimated market value of $6.7M.

What does the chart on this IGOV ownership page compare?

The chart compares Patriot Financial Group Insurance Agency, LLC's quarterly IGOV 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 Patriot Financial Group Insurance Agency, LLC time their IGOV position?

Based on 13F filing dates vs. subsequent IGOV price moves, Patriot Financial Group Insurance Agency, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on IGOV relative to SPY over the holding period was -19.5%.

← Back to Patriot Financial Group Insurance Agency, LLC Holdings