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Detalus Advisors, LLC: IAGG position timeline

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

Detalus Advisors, LLC held 8,898 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,898 shares
    Change vs previous 13F -48,123 shares

    0.09% of the 13F portfolio, value $450,261.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, 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 57,021 shares
    Change vs previous 13F +3,390 shares

    0.65% of the 13F portfolio, value $2,853,316.

    13F-HR 0001799677-26-000003 filed by Detalus Advisors, 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 53,631 shares
    Change vs previous 13F +5,755 shares

    0.65% of the 13F portfolio, value $2,682,101.

    13F-HR 0001799677-26-000001 filed by Detalus Advisors, 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 47,876 shares
    Change vs previous 13F -7,273 shares

    0.63% of the 13F portfolio, value $2,452,687.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, 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 55,149 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,817,562.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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