UNITED BANK IGSB ISHARES

Ownership history in UNITED BANK  ·  12 quarters on record

AI Ownership Summary

UNITED BANK reported ISHARES (IGSB) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.32% in 2024 Q2. The latest visible filing shows IGSB at 0.80% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UNITED BANK's position in ISHARES, 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 Q1

IGSB was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.32% in 2024 Q2

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 2026 Q1

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 UNITED BANK 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 118,495 +14,190 +13.6% 0.80% $6.2M 2026-05-11 $52.42
2025 Q4 ADDED 104,305 +18,282 +21.3% 0.73% $5.5M 2026-02-13 $52.53
2025 Q3 ADDED 86,023 +5,486 +6.8% 0.54% $4.6M 2025-11-07 $51.68
2025 Q2 ADDED 80,537 +5,328 +7.1% 0.51% $4.2M 2025-07-18 $50.62
2025 Q1 ADDED 75,209 +7,755 +11.5% 0.50% $3.9M 2025-05-14 $49.74
2024 Q3 REDUCED 87.1% -0.5% 67,454 -455,467 -87.1% 0.41% $3.6M 2024-11-15 $48.46
2024 Q2 ADDED 522,921 +3,603 +0.7% 3.32% $26.8M 2024-08-14 $48.25
2024 Q1 ADDED 519,318 +49,530 +10.5% 3.18% $26.6M 2024-05-13 $46.69
2023 Q4 REDUCED 57.0% +0.4% 469,788 -622,635 -57.0% 3.02% $24.1M 2024-02-07 $46.45
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About UNITED BANK and IGSB

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

How long has UNITED BANK reported owning IGSB?

UNITED BANK reported IGSB across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IGSB position in UNITED BANK's portfolio?

The largest reported portfolio weight for IGSB was 3.32% in 2024 Q2.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2026 Q1, when UNITED BANK reported 118,495 shares, equal to 0.80% of portfolio, with an estimated market value of $6.2M.

What does the chart on this IGSB ownership page compare?

The chart compares UNITED BANK'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 UNITED BANK time their IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, UNITED BANK correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on IGSB relative to SPY over the holding period was -13.9%.

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