Quad-Cities Investment Group, LLC IAGG — ISHARES TR CORE INTL AGGR

Ownership history in Quad-Cities Investment Group, LLC  ·  28 quarters on record

AI Ownership Summary

Quad-Cities Investment Group, LLC reported ISHARES TR CORE INTL AGGR (IAGG) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.95% in 2025 Q1. The latest visible filing shows IAGG at 1.45% 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 Quad-Cities Investment Group, LLC's position in ISHARES TR CORE INTL AGGR, 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
2026 Q1

IAGG was reported at 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2025 Q1

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 2026 Q1

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 Quad-Cities Investment Group, LLC fund profile Quad-Cities Investment Group, LLC full holdings
How Quad-Cities Investment Group, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 72,821 -9,881 -11.9% 1.45% $3.6M 2026-04-21 $49.97
2025 Q4 ADDED — — — 82,702 +3,299 +4.2% 1.71% $4.1M 2026-01-14 $49.97
2025 Q3 REDUCED — — — 79,403 -1,745 -2.2% 1.73% $4.1M 2025-10-16 $49.94
2025 Q2 ADDED — — — 81,148 +1,906 +2.4% 1.88% $4.1M 2025-07-11 $49.07
2025 Q1 ADDED — — — 79,242 +7,231 +10.0% 1.95% $4.0M 2025-04-09 $48.38
2024 Q4 ADDED — — — 72,011 +11,600 +19.2% 1.76% $3.6M 2025-01-14 $47.66
2024 Q3 ADDED — — — 60,411 +10,119 +20.1% 1.57% $3.1M 2024-10-16 $47.95
2024 Q2 ADDED — — — 50,292 +13,894 +38.2% 1.39% $2.5M 2024-07-12 $46.52
2024 Q1 ADDED — — — 36,398 +8,791 +31.8% 1.06% $1.8M 2024-04-12 $46.00
2023 Q4 ADDED — — — 27,607 +14,029 +103.3% 0.85% $1.4M 2024-01-10 $45.63
18 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% PRUDENT INVESTORS NETWORK, INC. 3Y 9.46% Values Added Financial LLC 6.97% NYL Investors LLC 3Y 7Y 6.66% Boston Standard Wealth Management, LLC 3Y 7Y 6.64% Anderson Financial Strategies, LLC 6.63% LANDMARK WEALTH MANAGEMENT, INC. 6.63% Trinity Wealth Management, LLC 3Y 6.2% DORVAL Corp 5.87%

FAQ About Quad-Cities Investment Group, 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 Quad-Cities Investment Group, LLC reported owning IAGG?

Quad-Cities Investment Group, LLC reported IAGG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IAGG position in Quad-Cities Investment Group, LLC's portfolio?

The largest reported portfolio weight for IAGG was 1.95% in 2025 Q1.

What is the latest reported IAGG position on this page?

The most recent filing on this page is 2026 Q1, when Quad-Cities Investment Group, LLC reported 72,821 shares, equal to 1.45% of portfolio, with an estimated market value of $3.6M.

What does the chart on this IAGG ownership page compare?

The chart compares Quad-Cities Investment Group, 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 Quad-Cities Investment Group, LLC time their IAGG position?

Based on 13F filing dates vs. subsequent IAGG price moves, Quad-Cities Investment Group, LLC correctly timed 18 out of 26 reported position changes (69%). The annualised alpha on IAGG relative to SPY over the holding period was +26.7%.

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