One Wealth Advisors, LLC: IAGG position timeline

One Wealth Advisors, LLC held 0 IAGG 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 0 shares

   Change vs previous 13F -157,788 shares

   13F-HR 0001951757-26-001117 filed by One Wealth Advisors, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 157,788 shares

   Change vs previous 13F +14,062 shares

   0.98% of the 13F portfolio, value $7,895,686.

   13F-HR 0001951757-26-000677 filed by One Wealth Advisors, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 143,726 shares

   Change vs previous 13F +3,647 shares

   0.88% of the 13F portfolio, value $7,187,737.

   13F-HR 0001951757-26-000328 filed by One Wealth Advisors, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 140,079 shares

   Change vs previous 13F +17,450 shares

   0.9% of the 13F portfolio, value $7,176,247.

   13F-HR 0001951757-25-001243 filed by One Wealth Advisors, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 122,629 shares

   Change vs previous 13F not available

   0.87% of the 13F portfolio, value $6,265,116.

   13F-HR 0001951757-25-000888 filed by One Wealth Advisors, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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