LEUTHOLD GROUP, LLC IGIB holdings history
ISHARES 5-10Y INV GRADE CORP · CUSIP 464288638 · CIK 1170152
As of 2026-06-30, LEUTHOLD GROUP, LLC reported 142.55K IGIB (shares), valued at $7.58M, or 0.76% of its reported non-derivative portfolio. Filed 2026-08-04.
Verify history & sources →Shares decreased 3.50%; reported value decreased 3.59%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.76% | 142,552 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 0.84% | 147,727 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 0.87% | 148,747 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 0.90% | 152,802 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 0.91% | 143,077 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.93% | 136,656 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.98% | 320,709 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 2.36% | 394,901 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 2.31% | 389,904 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 2.27% | 391,397 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 1.72% | 264,270 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 1.81% | 265,067 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.81% | 265,067 | $12.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 1.72% | 264,270 | $13.74M | Shares decreased 0.30%; reported value increased 6.56%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 2.27% | 391,397 | $20.20M | Shares increased 48.10%; reported value increased 46.97%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 2.31% | 389,904 | $19.99M | Shares decreased 0.38%; reported value decreased 1.04%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 2.36% | 394,901 | $21.21M | Shares increased 1.28%; reported value increased 6.14%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 1.98% | 320,709 | $16.52M | Shares decreased 18.79%; reported value decreased 22.13%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 0.93% | 136,656 | $7.18M | Shares decreased 57.39%; reported value decreased 56.55%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 0.91% | 143,077 | $7.62M | Shares increased 4.70%; reported value increased 6.23%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.90% | 152,802 | $8.27M | Shares increased 6.80%; reported value increased 8.40%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 0.87% | 148,747 | $8.01M | Shares decreased 2.65%; reported value decreased 3.03%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 0.84% | 147,727 | $7.86M | Shares decreased 0.69%; reported value decreased 1.90%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 0.76% | 142,552 | $7.58M | Shares decreased 3.50%; reported value decreased 3.59%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
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