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Disclosery

BIP Wealth, LLC: IAGG position timeline

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

BIP Wealth, LLC held 247,549 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,549 shares
    Change vs previous 13F +35,931 shares

    0.36% of the 13F portfolio, value $12,525,972.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 211,618 shares
    Change vs previous 13F +2,648 shares

    0.43% of the 13F portfolio, value $10,589,366.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 208,970 shares
    Change vs previous 13F +8,808 shares

    0.37% of the 13F portfolio, value $10,450,604.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 200,162 shares
    Change vs previous 13F +22,208 shares

    0.51% of the 13F portfolio, value $10,254,317.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 177,954 shares
    Change vs previous 13F +5,585 shares

    0.56% of the 13F portfolio, value $9,091,695.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 172,369 shares
    Change vs previous 13F +5,474 shares

    0.56% of the 13F portfolio, value $8,616,740.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 166,895 shares
    Change vs previous 13F +7,665 shares

    0.56% of the 13F portfolio, value $8,331,422.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 159,230 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $8,252,370.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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