Balance Wealth Partners LLC IAGG — ISHARES TR

Ownership history in Balance Wealth Partners LLC  ·  4 quarters on record

AI Ownership Summary

Balance Wealth Partners LLC reported ISHARES TR (IAGG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.84% in 2025 Q3. The latest visible filing shows IAGG at 1.14% 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.

What this IAGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Balance Wealth Partners LLC's position in ISHARES TR, 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 Q2

IAGG was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 Balance Wealth Partners LLC fund profile Balance Wealth Partners LLC full holdings
How Balance Wealth Partners LLC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 84,517 +1,185 +1.4% 1.14% $4.3M 2026-07-22 $49.75
2026 Q1 ADDED — — — 83,332 +949 +1.2% 1.29% $4.2M 2026-04-20 $49.74
2025 Q4 REDUCED 43.2% +0.3% ❌ 82,383 -62,633 -43.2% 1.32% $4.1M 2026-01-21 $49.46
2025 Q3 INITIATED — — — 145,016 — — 1.84% $7.4M 2025-10-20 $49.45

🏢 Other funds also holding IAGG

As of 2026 Q2 — sorted by position size

Matson Money. Inc. 3Y 7Y 14.2% Boston Standard Wealth Management, LLC 3Y 7Y 6.19% PENOBSCOT WEALTH MANAGEMENT 3Y 5.45% Xena Financial Planning, LLC 5.08% AMARILLO NATIONAL BANK 3Y 7Y 4.84% Trinity Wealth Management, LLC 3Y 4.02% Mason & Associates, LLC 3.93% ALLSTREET CAPITAL ADVISORS LLC 2.78% FFG RETIREMENT ADVISORS LLC 3Y 2.63% MONEYWISE, INC. 3Y 7Y 2.43%

FAQ About Balance Wealth Partners LLC and IAGG

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

How long has Balance Wealth Partners LLC reported owning IAGG?

Balance Wealth Partners LLC reported IAGG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported IAGG position in Balance Wealth Partners LLC's portfolio?

The largest reported portfolio weight for IAGG was 1.84% in 2025 Q3.

What is the latest reported IAGG position on this page?

The most recent filing on this page is 2026 Q2, when Balance Wealth Partners LLC reported 84,517 shares, equal to 1.14% of portfolio, with an estimated market value of $4.3M.

What does the chart on this IAGG ownership page compare?

The chart compares Balance Wealth Partners LLC'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 Balance Wealth Partners LLC time their IAGG position?

Based on 13F filing dates vs. subsequent IAGG price moves, Balance Wealth Partners LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IAGG relative to SPY over the holding period was -13.2%.

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