City State Bank IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd

Ownership history in City State Bank  ·  12 quarters on record

AI Ownership Summary

City State Bank reported Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd (IAGG) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.68% in 2024 Q3. The latest visible filing shows IAGG at 0.55% 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 City State Bank's position in Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd, 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 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 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.

How City State Bank 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 42,040 +285 +0.7% 0.55% $2.1M 2026-04-20 $50.15
2025 Q4 ADDED 41,755 +4,680 +12.6% 0.57% $2.1M 2026-01-28 $49.97
2025 Q3 REDUCED 37,075 -1,000 -2.6% 0.55% $1.9M 2025-10-16 $49.94
2025 Q2 ADDED 38,075 +200 +0.5% 0.61% $1.9M 2025-07-31 $49.22
2025 Q1 ADDED 37,875 +1,400 +3.8% 0.62% $1.9M 2025-04-11 $48.46
2024 Q4 ADDED 36,475 +500 +1.4% 0.64% $1.8M 2025-01-13 $47.75
2024 Q3 ADDED 35,975 +9,550 +36.1% 0.68% $1.9M 2024-10-10 $47.73
2024 Q2 ADDED 26,425 +8,875 +50.6% 0.54% $1K 2024-07-08 $46.36
2024 Q1 ADDED 17,550 +12,550 +251.0% 0.39% $877 2024-04-11 $45.84
2023 Q4 UNCHANGED 5,000 0% 0.12% $249 2024-01-10 $45.63
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About City State Bank and IAGG

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

How long has City State Bank reported owning IAGG?

City State Bank reported IAGG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IAGG position in City State Bank's portfolio?

The largest reported portfolio weight for IAGG was 0.68% in 2024 Q3.

What is the latest reported IAGG position on this page?

The most recent filing on this page is 2026 Q1, when City State Bank reported 42,040 shares, equal to 0.55% of portfolio, with an estimated market value of $2.1M.

What does the chart on this IAGG ownership page compare?

The chart compares City State Bank'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 City State Bank time their IAGG position?

Based on 13F filing dates vs. subsequent IAGG price moves, City State Bank correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on IAGG relative to SPY over the holding period was -14.7%.

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