Riverbend Wealth Management, LLC: IAGG position timeline

Riverbend Wealth Management, LLC held 10,939 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 10,939 shares

   Change vs previous 13F -149 shares

   0.28% of the 13F portfolio, value $553,535.

   13F-HR 0002055570-26-000003 filed by Riverbend Wealth Management, LLC
   Filed 2026-07-22 (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).

2. period ended2026-03-31

   13F 11,088 shares

   Change vs previous 13F +1,203 shares

   0.35% of the 13F portfolio, value $554,867.

   13F-HR 0002055570-26-000002 filed by Riverbend Wealth Management, LLC
   Filed 2026-04-22 (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 9,885 shares

   Change vs previous 13F +3,132 shares

   0.31% of the 13F portfolio, value $494,367.

   13F-HR 0002055570-26-000001 filed by Riverbend Wealth Management, LLC
   Filed 2026-01-29 (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 6,753 shares

   Change vs previous 13F +956 shares

   0.24% of the 13F portfolio, value $345,941.

   13F-HR 0002055570-25-000002 filed by Riverbend Wealth Management, LLC
   Filed 2025-10-21 (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 5,797 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $296,154.

   13F-HR 0001085146-25-004236 filed by Riverbend Wealth Management, LLC
   Filed 2025-07-29 (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).