IAGG — ISHARES TR

Ownership history in Kooman & Associates  ·  13 quarters on record

This page tracks every 13F SEC filing in which Kooman & Associates 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
10.4% (2022 Q4)
Avg. % of fund
4.36%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 124,302 +1,976 +1.6% 1.84% $6.2M $49.90
2025 Q3 REDUCED 122,326 -5,336 -4.2% 1.93% $6.3M $49.60
2025 Q2 REDUCED 127,662 -7,037 -5.2% 2.20% $6.5M $49.46
2025 Q1 REDUCED 134,699 -81,244 -37.6% 2.47% $6.7M $48.40
9 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%
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