IAGG — ISHARES INTERNTINL AGGRGT BND ETF

Ownership history in Anderson Financial Strategies, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Anderson Financial Strategies, LLC reported a position in ISHARES INTERNTINL AGGRGT BND ETF (IAGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.02% (2025 Q3)
Avg. % of fund
6.69%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 226,514 -4,842 -2.1% 6.58% $11.3M $49.90
2025 Q3 ADDED 231,356 +24,277 +11.7% 7.02% $11.9M $49.60
2025 Q2 REDUCED 207,079 -11,826 -5.4% 6.77% $10.6M $49.46
2025 Q1 ADDED 218,905 +6,488 +3.1% 6.69% $10.9M $48.40
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IAGG price (monthly, adj. close)

Other funds also holding IAGG

As of 2025 Q4 — sorted by position size

Matson Money. Inc. 3Y 7Y 14.75% Nationwide Fund Advisors 3Y 7Y 12.58% PRUDENT INVESTORS NETWORK, INC. 3Y 9.11% LANDMARK WEALTH MANAGEMENT, INC. 6.67% Boston Standard Wealth Management, LLC 3Y 7Y 6.5% Trinity Wealth Management, LLC 3Y 5.88% NYL Investors LLC 3Y 7Y 5.8% DORVAL Corp 5.5% PENOBSCOT WEALTH MANAGEMENT 3Y 4.49% N.E.W. Advisory Services LLC 3Y 4.47%
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