IAGG — ISHARES TR

Ownership history in MATHER GROUP, LLC.  ·  14 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, 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
1.5% (2023 Q3)
Avg. % of fund
1.33%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,457,128 +104,471 +4.4% 1.27% $122.9M $49.90
2025 Q3 ADDED 2,352,657 +106,940 +4.8% 1.22% $120.5M $49.60
2025 Q2 ADDED 2,245,717 +37,086 +1.7% 1.23% $114.7M $49.46
2025 Q1 ADDED 2,208,631 +133,267 +6.4% 1.28% $110.4M $48.40
10 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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