ARKANSAS FINANCIAL GROUP, INC. IAGG — iShares Intl Aggregate Bond

Ownership history in ARKANSAS FINANCIAL GROUP, INC.  ·  27 quarters on record

AI Ownership Summary

ARKANSAS FINANCIAL GROUP, INC. reported iShares Intl Aggregate Bond (IAGG) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.54% in 2024 Q1. The latest visible filing shows IAGG at 0.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARKANSAS FINANCIAL GROUP, INC.'s position in iShares Intl Aggregate Bond, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IAGG was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAGG stock page ARKANSAS FINANCIAL GROUP, INC. fund profile ARKANSAS FINANCIAL GROUP, INC. full holdings
How ARKANSAS FINANCIAL GROUP, INC. held IAGG — position size vs. price
% of Fund (quarterly)    IAGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 116,643 -1,446 -1.2% 0.82% $5.8M 2026-04-13 $49.90
2025 Q4 REDUCED 12.3% +0.3% ❌ 118,089 -16,500 -12.3% 0.85% $5.9M 2026-01-28 $49.97
2025 Q3 REDUCED 5.8% +0.8% ❌ 134,589 -8,255 -5.8% 1.02% $6.9M 2025-10-24 $49.87
2025 Q2 REDUCED — — — 142,844 -4,648 -3.2% 1.13% $7.3M 2025-07-16 $49.14
2025 Q1 REDUCED 11.3% +2.2% ❌ 147,492 -18,764 -11.3% 1.28% $7.4M 2025-04-17 $48.73
2024 Q4 REDUCED — — — 166,256 -4,475 -2.6% 1.34% $8.3M 2025-01-17 $48.10
2024 Q3 ADDED — — — 170,731 +7,269 +4.4% 1.45% $8.8M 2024-10-04 $47.72
2024 Q2 REDUCED 6.5% +3.8% ❌ 163,462 -11,423 -6.5% 1.45% $8.2M 2024-07-25 $46.67
2024 Q1 REDUCED — — — 174,885 -9,082 -4.9% 1.54% $8.7M 2024-04-15 $45.82
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IAGG

As of 2026 Q1 — sorted by position size

Matson Money. Inc. 3Y 7Y 14.97% Nationwide Fund Advisors 3Y 7Y 12.19% PRUDENT INVESTORS NETWORK, INC. 3Y 9.46% Robinswood Financial LLC 8.83% Values Added Financial LLC 6.97% NYL Investors LLC 3Y 7Y 6.66% Boston Standard Wealth Management, LLC 3Y 7Y 6.64% Anderson Financial Strategies, LLC 6.63% LANDMARK WEALTH MANAGEMENT, INC. 6.63% Trinity Wealth Management, LLC 3Y 6.2%

FAQ About ARKANSAS FINANCIAL GROUP, INC. and IAGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARKANSAS FINANCIAL GROUP, INC. reported owning IAGG?

ARKANSAS FINANCIAL GROUP, INC. reported IAGG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IAGG position in ARKANSAS FINANCIAL GROUP, INC.'s portfolio?

The largest reported portfolio weight for IAGG was 1.54% in 2024 Q1.

What is the latest reported IAGG position on this page?

The most recent filing on this page is 2026 Q1, when ARKANSAS FINANCIAL GROUP, INC. reported 116,643 shares, equal to 0.82% of portfolio, with an estimated market value of $5.8M.

What does the chart on this IAGG ownership page compare?

The chart compares ARKANSAS FINANCIAL GROUP, INC.'s quarterly IAGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARKANSAS FINANCIAL GROUP, INC. time their IAGG position?

Based on 13F filing dates vs. subsequent IAGG price moves, ARKANSAS FINANCIAL GROUP, INC. correctly timed 11 out of 26 reported position changes (42%). The annualised alpha on IAGG relative to SPY over the holding period was -12.4%.

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