Sagespring Wealth Partners’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History
Bought
Maintained
Sold
Other funds holding IVVB
Sagespring Wealth Partners's IVVB Position: Q3 2026 in Review
Sagespring Wealth Partners reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 21% in Q3 2026, selling an estimated $116K and leaving 12,788 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #572.
Sagespring Wealth Partners first reported a position in IVVB in Q1 2026 and has held it in 3 quarters since. The position peaked at $557K in Q2 2026. 6 funds tracked by Wall St. Rank hold IVVB as of Q3 2026.
- Sagespring Wealth Partners held 12,788 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $453K as of Q3 2026.
- Sagespring Wealth Partners sold 3,302 iShares Large Cap Deep Quarterly Laddered ETF shares in Q3 2026, an estimated $116K.
- iShares Large Cap Deep Quarterly Laddered ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #572 holding.
- Sagespring Wealth Partners first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2026 and has held it in 3 quarters since.
- Sagespring Wealth Partners's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $557K in Q2 2026.
- 6 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2026.
Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.