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Better Money Decisions, LLC: IAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Better Money Decisions, LLC on IAGG, newest first. How the timeline and the estimate are built.

Better Money Decisions, LLC held 28,903 IAGG shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 28,903 shares
    Change vs previous 13F +1,253 shares

    0.9% of the 13F portfolio, value $1,476,656.

    13F-HR 0001667731-25-001073 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 27,650 shares
    Change vs previous 13F -277 shares

    0.92% of the 13F portfolio, value $1,382,247.

    13F-HR 0001667731-25-000409 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 27,927 shares
    Change vs previous 13F +1,788 shares

    0.97% of the 13F portfolio, value $1,394,114.

    13F-HR 0001667731-25-000121 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 26,139 shares
    Change vs previous 13F +293 shares

    0.96% of the 13F portfolio, value $1,354,518.

    13F-HR 0001858428-24-000003 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 25,846 shares
    Change vs previous 13F +1,966 shares

    0.97% of the 13F portfolio, value $1,290,238.

    13F-HR 0001858428-24-000002 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 23,880 shares
    Change vs previous 13F -670 shares

    0.95% of the 13F portfolio, value $1,192,811.

    13F-HR 0001858428-24-000001 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 24,550 shares
    Change vs previous 13F +703 shares

    1.01% of the 13F portfolio, value $1,222,608.

    13F-HR 0001800502-24-000002 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 23,847 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,163,278.

    13F-HR 0001858428-23-000002 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).