Ownership history in WealthNavi Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which WealthNavi Inc. reported a position in ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 5,046,330 | +690,992 | +15.9% | 2.23% | $252.4M | $49.90 |
| 2025 Q3 | ADDED | 4,355,338 | +558,749 | +14.7% | 2.07% | $223.1M | $49.60 |
| 2025 Q2 | ADDED | 3,796,589 | +387,795 | +11.4% | 1.95% | $194.0M | $49.46 |
| 2025 Q1 | ADDED | 3,408,794 | +851,486 | +33.3% | 1.90% | $170.4M | $48.40 |
| 2024 Q4 | ADDED | 2,557,308 | +464,993 | +22.2% | 1.48% | $127.7M | $48.33 |
| 2024 Q3 | ADDED | 2,092,315 | +523,529 | +33.4% | 1.24% | $108.4M | $48.12 |
| 2024 Q2 | ADDED | 1,568,786 | +664,682 | +73.5% | 0.99% | $78.3M | $46.35 |
| 2024 Q1 | ADDED | 904,104 | +903,974 | +695364.6% | 0.60% | $45.2M | $46.38 |
| 2023 Q4 | INITIATED | 130 | — | — | 0.00% | $6K | — |
As of 2025 Q4 — sorted by position size