Ownership history in Avion Wealth · 7 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in ISHARES TR (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 139 | +8 | +6.1% | 0.00% | $7K | $49.60 |
| 2025 Q1 | UNCHANGED | 131 | — | 0% | 0.00% | $6K | $48.40 |
| 2024 Q4 | UNCHANGED | 131 | — | 0% | 0.00% | $6K | $48.33 |
| 2024 Q3 | ADDED | 131 | +41 | +45.6% | 0.00% | $6K | $48.12 |
| 2023 Q3 | UNCHANGED | 90 | — | 0% | 0.00% | $4K | $43.72 |
| 2023 Q2 | REDUCED | 90 | -7,871 | -98.9% | 0.00% | $4K | $44.18 |
| 2022 Q2 | INITIATED | 7,961 | — | — | 0.12% | $397K | $43.68 |
As of 2025 Q4 — sorted by position size