IAGG — ISHARES TR

Ownership history in Keystone Financial Services  ·  3 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Services 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
1.53% (2025 Q2)
Avg. % of fund
1.49%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 98,969 +7,740 +8.5% 1.49% $4.9M $49.90
2025 Q3 ADDED 91,229 +3,232 +3.7% 1.45% $4.7M $49.60
2025 Q2 INITIATED 87,997 — — 1.53% $4.5M $49.46
% 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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