David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Ishares Tr (IGIB)
← All IGIB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 0.05 $59.08–60.56 · VW $59.85i SEC
2021   Q1 5,283 0.05 Add 13.27% <0.01 $58.88–61.77 · VW $60.24i $313,000 SEC
2020   Q4 4,664 0.05 Reduce 1.83% <0.01 $60.49–61.83 · VW $61.19i $288,000 SEC
2020   Q3 4,751 0.06 Add 12.96% <0.01 $60.12–61.64 · VW $61.04i $289,000 SEC
2020   Q2 4,206 0.05 Buy 0.05 $53.82–60.62 · VW $58.35i $254,000 SEC