WealthTrak Capital Management LLC: IAGG position timeline

WealthTrak Capital Management LLC held 0 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -10,332 shares

   13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management LLC
   Filed 2026-08-04 (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 10,332 shares

   Change vs previous 13F +468 shares

   0.37% of the 13F portfolio, value $517,013.

   13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management LLC
   Filed 2026-05-12 (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 9,864 shares

   Change vs previous 13F +765 shares

   0.35% of the 13F portfolio, value $493,299.

   13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management LLC
   Filed 2026-02-10 (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 9,099 shares

   Change vs previous 13F +1,712 shares

   0.38% of the 13F portfolio, value $466,142.

   13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management LLC
   Filed 2025-11-14 (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 7,387 shares

   Change vs previous 13F not available

   0.32% of the 13F portfolio, value $377,402.

   13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management LLC
   Filed 2025-08-12 (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).