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IAG Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

IAG Wealth Partners’s Portfolio GTO Stock Details GTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.1K Hold
1,580
– – 0.01% 186
2026
Q1 		$74K Hold
1,580
– – 0.01% 186
2025
Q4 		$74.9K Sell
1,580
-2,626
-62% -$125K 0.01% 178
2025
Q3 		$200K Sell
4,206
-2,466
-37% -$116K 0.02% 117
2025
Q2 		$313K Sell
6,672
-79,574
-92% -$3.69M 0.04% 97
2025
Q1 		$4.05M Sell
86,246
-10,337
-11% -$483K 0.63% 37
2024
Q4 		$4.48M Sell
96,583
-5,806
-6% -$274K 0.79% 30
2024
Q3 		$4.95M Buy
102,389
+9,103
+10% +$434K 0.91% 26
2024
Q2 		$4.32M Sell
93,286
-473
-0.5% -$21.9K 0.87% 28
2024
Q1 		$4.39M Buy
93,759
+69
+0.1% +$3.22K 0.94% 26
2023
Q4 		$4.43M Sell
93,690
-13,176
-12% -$595K 1.01% 26
2023
Q3 		$4.77M Buy
106,866
+12,415
+13% +$569K 1.33% 17
2023
Q2 		$4.39M Sell
94,451
-5,756
-6% -$269K 1.16% 21
2023
Q1 		$4.73M Sell
100,207
-2,626
-3% -$125K 1.31% 18
2022
Q4 		$4.78M Sell
102,833
-15,595
-13% -$717K 1.41% 18
2022
Q3 		$5.4M Buy
118,428
+20,960
+22% +$1.01M 1.79% 14
2022
Q2 		$4.69M Sell
97,468
-5,178
-5% -$258K 1.54% 17
2022
Q1 		$5.38M Sell
102,646
-340
-0.3% -$18.3K 1.69% 14
2021
Q4 		$5.8M Buy
102,986
+10,235
+11% +$578K 1.86% 13
2021
Q3 		$5.27M Buy
92,751
+11,499
+14% +$660K 1.87% 13
2021
Q2 		$4.64M Buy
81,252
+11,467
+16% +$649K 1.66% 15
2021
Q1 		$3.91M Buy
69,785
+13,091
+23% +$744K 1.49% 17
2020
Q4 		$3.27M Buy
56,694
+6,893
+14% +$400K 1.34% 17
2020
Q3 		$2.88M Buy
49,801
+7,708
+18% +$447K 1.33% 15
2020
Q2 		$2.4M Buy
+42,093
New +$2.33M 1.17% 19

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

IAG Wealth Partners's GTO Position: Q2 2026 in Review

IAG Wealth Partners held its Invesco Total Return Bond ETF (GTO) position steady in Q2 2026 at 1,580 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #186.

IAG Wealth Partners first reported a position in GTO in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.8M in Q4 2021. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • IAG Wealth Partners held 1,580 shares of Invesco Total Return Bond ETF worth $74.1K as of Q2 2026.
  • IAG Wealth Partners left its Invesco Total Return Bond ETF share count unchanged in Q2 2026.
  • Invesco Total Return Bond ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #186 holding.
  • IAG Wealth Partners first reported a position in Invesco Total Return Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • IAG Wealth Partners's Invesco Total Return Bond ETF position peaked at $5.8M in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.