IAGG — ISHARES TR

Ownership history in Trinity Wealth Management, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Trinity Wealth Management, 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
12.79% (2020 Q2)
Avg. % of fund
6.71%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 319,336 +10,209 +3.3% 5.88% $16.0M $49.90
2025 Q3 ADDED 309,127 +7,233 +2.4% 5.94% $15.8M $49.60
2025 Q2 ADDED 301,894 +12,762 +4.4% 6.12% $15.4M $49.46
2025 Q1 ADDED 289,132 +228 +0.1% 6.60% $14.5M $48.40
20 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% NYL Investors LLC 3Y 7Y 5.8% DORVAL Corp 5.5% PENOBSCOT WEALTH MANAGEMENT 3Y 4.49% N.E.W. Advisory Services LLC 3Y 4.47%
← Back to Trinity Wealth Management, LLC Holdings