IAGG — ISHARES TR

Ownership history in DORVAL Corp · 9 quarters on record

This page tracks every 13F SEC filing in which DORVAL Corp 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

8.47% (2023 Q4)

Avg. % of fund

5.89%

First filed

2023 Q4

Last filed

2025 Q4

Quarters held

9

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	344,715	+45,551	+15.2%	5.50%	$17.2M	$49.90
2025 Q3	ADDED	299,164	+48,950	+19.6%	5.07%	$15.3M	$49.60
2025 Q2	ADDED	250,214	+34,659	+16.1%	4.57%	$12.8M	$49.46
2025 Q1	ADDED	215,555	+5,808	+2.8%	4.37%	$10.9M	$48.40

% 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% PENOBSCOT WEALTH MANAGEMENT 3Y 4.49% N.E.W. Advisory Services LLC 3Y 4.47%

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