IAG Wealth Partners, LLC
CIK 1827261 · Holdings on Mar 31, 2025 · First reported Apr 16, 2025
Top ten holdings
Q1 2025- JBND8.99%
- SPYM8.09%
- DLN5.13%
- AVIV4.78%
- GSLC4.76%
- MMIT4.05%
- DON3.73%
- IVV3.52%
- HTAB3.51%
- GSIE3.21%
Share classes counted separately49.77%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JBNDWeight increased · +6.26 pp2.73% → 8.99%Shares +783.95K (+264.58%)
- SPDWWeight decreased · -5.09 pp7.24% → 2.15%Shares -823.66K (-68.45%)
- AVIVWeight increased · +4.77 pp0.01% → 4.78%Shares +541.23K (+34561.56%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JBNDJPMORGAN ACTIVE BOND ETFMF Closed and MF Open View history and evidence | $57.81M | 8.99% | 1.08M shares | 2.73% → 8.99%+6.26 pp +783.95K (+264.58%) | Added | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFMF Closed and MF Open View history and evidence | $52.06M | 8.09% | 791.71K shares | 9.19% → 8.09%-1.10 pp +36.24K (+4.80%) | Added | ↗▾ |
| 03 | DLNWISDOMTREE US LARGECAP DIVIDMF Closed and MF Open View history and evidence | $32.99M | 5.13% | 415.61K shares | 5.66% → 5.13%-0.53 pp +3.22K (+0.78%) | Added | ↗▾ |
| 04 | AVIVAVANTIS INT LRG CAP VAL ETFMF Closed and MF Open View history and evidence | $30.77M | 4.78% | 542.80K shares | 0.01% → 4.78%+4.77 pp +541.23K (+34561.56%) | Added | ↗▾ |
| 05 | GSLCGOLDMAN ACTIVEBETA US LC ETFMF Closed and MF Open View history and evidence | $30.59M | 4.76% | 277.92K shares | 5.49% → 4.76%-0.73 pp +7.75K (+2.87%) | Added | ↗▾ |
| 06 | MMITNYLIM MACKAY MUNI INTERMEDIAMF Closed and MF Open View history and evidence | $26.07M | 4.05% | 1.09M shares | 4.70% → 4.05%-0.65 pp -23.13K (-2.08%) | Reduced | ↗▾ |
| 07 | DONWISDOMTREE US MIDCAP DIVIDENMF Closed and MF Open View history and evidence | $24.02M | 3.73% | 484.97K shares | 4.31% → 3.73%-0.58 pp +5.81K (+1.21%) | Added | ↗▾ |
| 08 | IVVISHARES CORE S&P 500 ETFMF Closed and MF Open View history and evidence | $22.65M | 3.52% | 40.31K shares | 4.29% → 3.52%-0.77 pp -1.04K (-2.52%) | Reduced | ↗▾ |
| 09 | HTABHARTFORD SCHRODERS TAX AWAREMF Closed and MF Open View history and evidence | $22.55M | 3.51% | 1.18M shares | 2.51% → 3.51%+1.00 pp +441.12K (+59.99%) | Added | ↗▾ |
| 10 | GSIEGOLDMAN SACHS ACTIVEBETA INTMF Closed and MF Open View history and evidence | $20.67M | 3.21% | 579.86K shares | 3.37% → 3.21%-0.16 pp +6.37K (+1.11%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 44
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BCOW 1895 BANCORP OF WISCONSIN IN | Non-derivative | -33,141 | -$331.41K | SEC filing ↗ | SEC filing ↗ |
| ANET ARISTA NETWORKS INC | Non-derivative | -2,047 | -$226.25K | SEC filing ↗ | SEC filing ↗ |
| UBS UBS GROUP AG-REG | Non-derivative | -1,915 | -$58.06K | SEC filing ↗ | SEC filing ↗ |
3 / 44 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1827261 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 643364319
}Research all 500 reported holdings.
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