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NewEdge Advisors, LLC: IAGG position timeline

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

NewEdge Advisors, LLC held 685,777 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 685,777 shares
    Change vs previous 13F -335,748 shares

    0.1% of the 13F portfolio, value $34,700,278.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 1,021,525 shares
    Change vs previous 13F +88,261 shares

    0.18% of the 13F portfolio, value $51,117,098.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 933,264 shares
    Change vs previous 13F +108,360 shares

    0.17% of the 13F portfolio, value $46,672,397.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 824,904 shares
    Change vs previous 13F +94,137 shares

    0.19% of the 13F portfolio, value $42,259,864.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 730,767 shares
    Change vs previous 13F +727,706 shares

    0.19% of the 13F portfolio, value $37,334,908.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 3,061 shares
    Change vs previous 13F -12,986 shares

    <0.01% of the 13F portfolio, value $153,011.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 16,047 shares
    Change vs previous 13F +1,531 shares

    <0.01% of the 13F portfolio, value $801,051.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 14,516 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $752,220.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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