SEC 13F Intelligence

Wealthnavi Inc. / IAGG

Wealthnavi Inc.’s Ishares Tr Position

Does Wealthnavi Inc. own Ishares Tr (IAGG)? Yes — 6.05M shares worth $303M (+2.62% of its 13F portfolio) as of Q1 2026, up from 5.05M shares the prior filed quarter.

Position Value
$303M
Q1 2026
Shares
6.05M
% of Portfolio
+2.62%
Quarters Held
10
currently held

Position History IAGG

Reported value by quarter
Q4 ’23: $6,000Q4 ’23Q1 ’24: $45MQ2 ’24: $78MQ2 ’24Q3 ’24: $108MQ4 ’24: $128MQ4 ’24Q1 ’25: $170MQ2 ’25: $194MQ2 ’25Q3 ’25: $223MQ4 ’25: $252MQ4 ’25Q1 ’26: $303Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.05M$303M+2.62%
Q4 20255.05M$252M+2.23%
Q3 20254.36M$223M+2.07%
Q2 20253.80M$194M+1.95%
Q1 20253.41M$170M+1.90%
Q4 20242.56M$128M+1.48%
Q3 20242.09M$108M+1.24%
Q2 20241.57M$78M+0.99%
Q1 2024904.1K$45M+0.60%
Q4 2023130$6,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthnavi Inc.’s full portfolio or all institutional holders of IAGG.