One Wealth Map LLC IGIB holdings history
ISHARES 5-10Y INV GRADE CORP · CUSIP 464288638 · CIK 1802635
As of 2026-06-30, One Wealth Map LLC reported 119.21K IGIB (shares), valued at $6.23M, or 2.91% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 10.45%; reported value increased 8.70%, and weight changed +0.12 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 | 2.91% | 119,212 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 2.79% | 107,937 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 2.96% | 108,406 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 2.99% | 104,419 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 3.17% | 108,988 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 3.39% | 98,926 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 3.23% | 102,086 | SEC filing ↗Filed Feb 24, 2025 |
| Q3 2024 | 3.21% | 102,766 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 3.11% | 97,353 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 3.23% | 97,232 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 3.88% | 120,248 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 5.31% | 158,699 | SEC filing ↗Filed Oct 17, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.31% | 158,699 | $7.68M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 17, 2023 |
| Q4 2023 | 3.88% | 120,248 | $6.16M | Shares decreased 24.23%; reported value decreased 19.78%, and weight changed -1.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 3.23% | 97,232 | $4.89M | Shares decreased 19.14%; reported value decreased 20.65%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 3.11% | 97,353 | $5.04M | Shares increased 0.12%; reported value increased 3.11%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 3.21% | 102,766 | $5.45M | Shares increased 5.56%; reported value increased 8.15%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 3.23% | 102,086 | $5.32M | Shares decreased 0.66%; reported value decreased 2.40%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 24, 2025 |
| Q1 2025 | 3.39% | 98,926 | $5.10M | Shares decreased 3.10%; reported value decreased 4.25%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 3.17% | 108,988 | $5.78M | Shares increased 10.17%; reported value increased 13.40%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 2.99% | 104,419 | $5.63M | Shares decreased 4.19%; reported value decreased 2.68%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 2.96% | 108,406 | $5.83M | Shares increased 3.82%; reported value increased 3.57%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 2.79% | 107,937 | $5.73M | Shares decreased 0.43%; reported value decreased 1.60%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 2.91% | 119,212 | $6.23M | Shares increased 10.45%; reported value increased 8.70%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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