IAGG β€” ISHARES

Ownership history in WEDBUSH SECURITIES INC  Β·  2 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported ISHARES (IAGG) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows IAGG at 0.01% 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.

What this IAGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in ISHARES, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 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.

How WEDBUSH SECURITIES INC held IAGG β€” position size vs. price
% of Fund (quarterly)    IAGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,418 +1,334 +32.7% 0.01% $271 2026-04-21 $49.97
2025 Q3 INITIATED 4,084 β€” β€” 0.01% $209K 2025-11-06 $49.89

FAQ About WEDBUSH SECURITIES INC and IAGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEDBUSH SECURITIES INC reported owning IAGG?

WEDBUSH SECURITIES INC reported IAGG across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported IAGG position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for IAGG was 0.01% in 2026 Q1.

What is the latest reported IAGG position on this page?

The most recent filing on this page is 2026 Q1, when WEDBUSH SECURITIES INC reported 5,418 shares, equal to 0.01% of portfolio, with an estimated market value of $271.

What does the chart on this IAGG ownership page compare?

The chart compares WEDBUSH SECURITIES INC'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.

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