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IAG Wealth Partners, LLC: JBND position timeline

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

IAG Wealth Partners, LLC held 1,114,649 JBND shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,114,649 shares
    Change vs previous 13F +5,106 shares

    5.9% of the 13F portfolio, value $59,633,925.

    13F-HR 0001104659-26-091831 filed by IAG Wealth Partners, 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 1,109,543 shares
    Change vs previous 13F -91,217 shares

    6.66% of the 13F portfolio, value $59,660,160.

    13F-HR 0001104659-26-051488 filed by IAG Wealth Partners, 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 1,200,760 shares
    Change vs previous 13F +21,024 shares

    7.52% of the 13F portfolio, value $64,925,106.

    13F-HR 0001104659-26-012592 filed by IAG Wealth Partners, 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 1,179,736 shares
    Change vs previous 13F +188,358 shares

    7.67% of the 13F portfolio, value $63,894,516.

    13F-HR 0001104659-25-109701 filed by IAG Wealth Partners, 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 991,378 shares
    Change vs previous 13F -88,871 shares

    7.03% of the 13F portfolio, value $53,127,964.

    13F-HR 0001104659-25-077455 filed by IAG Wealth Partners, 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 1,080,249 shares
    Change vs previous 13F +783,953 shares

    8.99% of the 13F portfolio, value $57,814,946.

    13F-HR 0001104659-25-035534 filed by IAG Wealth Partners, 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 296,296 shares
    Change vs previous 13F +295,767 shares

    2.73% of the 13F portfolio, value $15,481,498.

    13F-HR 0001104659-25-010787 filed by IAG Wealth Partners, 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 529 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,910.

    13F-HR 0001104659-24-112166 filed by IAG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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