IAGG — ISHARES TR

Ownership history in Diversified Enterprises, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Diversified Enterprises, 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
0.25% (2024 Q3)
Avg. % of fund
0.09%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,916 -592 -13.1% 0.01% $201K $49.60
2025 Q2 REDUCED 4,508 -11,485 -71.8% 0.02% $230K $49.46
2025 Q1 REDUCED 15,993 -9,035 -36.1% 0.07% $799K $48.40
2024 Q4 REDUCED 25,028 -18,718 -42.8% 0.12% $1.2M $48.33
2024 Q3 INITIATED 43,746 — — 0.25% $2.3M $48.12
% 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%
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