Hexagon Capital Partners LLC IAGG — ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND

Ownership history in Hexagon Capital Partners LLC  ·  22 quarters on record

AI Ownership Summary

Hexagon Capital Partners LLC reported ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND (IAGG) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q2. The latest visible filing shows IAGG at 0.18% 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 Hexagon Capital Partners LLC's position in ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND, 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
2025 Q4

IAGG was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q2

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 2025 Q4

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 Hexagon Capital Partners LLC fund profile Hexagon Capital Partners LLC full holdings
How Hexagon Capital 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 19,370 +819 +4.4% 0.18% $969K 2026-02-14 (Est.) $50.33
2025 Q3 REDUCED — — — 18,551 -475 -2.5% 0.19% $950K 2025-11-13 $49.85
2025 Q2 ADDED — — — 19,026 +658 +3.6% 0.22% $972K 2025-08-11 $49.32
2025 Q1 ADDED — — — 18,368 +2,496 +15.7% 0.17% $918K 2025-04-29 $48.92
2024 Q4 ADDED — — — 15,872 +575 +3.8% 0.14% $792K 2025-02-07 $48.55
2024 Q3 REDUCED 12.1% +0.5% ❌ 15,297 -2,115 -12.1% 0.15% $793K 2024-10-08 $47.78
2024 Q2 ADDED — — — 17,412 +4,468 +34.5% 0.19% $869K 2024-07-12 $46.52
2024 Q1 ADDED — — — 12,944 +889 +7.4% 0.14% $647K 2024-04-18 $45.77
2023 Q4 ADDED — — — 12,055 +4,858 +67.5% 0.14% $600K 2024-02-05 $45.74
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IAGG

As of 2026 Q1 — sorted by position size

Matson Money. Inc. 3Y 7Y 14.97% Nationwide Fund Advisors 3Y 7Y 12.19% Values Added Financial LLC 6.97% Boston Standard Wealth Management, LLC 3Y 7Y 6.64% LANDMARK WEALTH MANAGEMENT, INC. 6.63% Trinity Wealth Management, LLC 3Y 6.2% DORVAL Corp 5.87% Xena Financial Planning, LLC 5.59% AMARILLO NATIONAL BANK 3Y 7Y 5.27% PENOBSCOT WEALTH MANAGEMENT 3Y 4.52%

FAQ About Hexagon Capital 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 Hexagon Capital Partners LLC reported owning IAGG?

Hexagon Capital Partners LLC reported IAGG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IAGG position in Hexagon Capital Partners LLC's portfolio?

The largest reported portfolio weight for IAGG was 0.22% in 2025 Q2.

What is the latest reported IAGG position on this page?

The most recent filing on this page is 2025 Q4, when Hexagon Capital Partners LLC reported 19,370 shares, equal to 0.18% of portfolio, with an estimated market value of $969K.

What does the chart on this IAGG ownership page compare?

The chart compares Hexagon Capital 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 Hexagon Capital Partners LLC time their IAGG position?

Based on 13F filing dates vs. subsequent IAGG price moves, Hexagon Capital Partners LLC correctly timed 10 out of 20 reported position changes (50%).

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