IAGG — ISHARES TR

Ownership history in CreativeOne Wealth, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC 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.

Peak position
1.65% (2020 Q1)
Avg. % of fund
0.39%
First filed
2018 Q3
Last filed
2025 Q3
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,051 +998 +24.6% 0.01% $259K $49.60
2025 Q1 REDUCED 4,053 -1,308 -24.4% 0.01% $203K $48.40
2024 Q4 REDUCED 5,361 -1,763 -24.7% 0.01% $268K $48.33
2024 Q3 ADDED 7,124 +950 +15.4% 0.01% $369K $48.12
24 older quarters 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% Anderson Financial Strategies, LLC 6.58% 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%
← Back to CreativeOne Wealth, LLC Holdings