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IAG Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

IAG Wealth Partners’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-52
Closed -$3.02K – 534
2024
Q4 		$3.02K Buy
+52
New +$3.06K ﹤0.01% 453
2023
Q2 		– Sell
-140
Closed -$8.39K – 488
2023
Q1 		$8.39K Buy
+140
New +$8.29K ﹤0.01% 333

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

IAG Wealth Partners's VGIT Position: Q1 2025 in Review

IAG Wealth Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 52 shares — an estimated $3.02K sold.

IAG Wealth Partners first reported a position in VGIT in Q1 2023 and held it in 2 quarters. The position peaked at $8.39K in Q1 2023. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • IAG Wealth Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 52 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $3.02K.
  • IAG Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • IAG Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $8.39K in Q1 2023.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.