9WM
IAGG icon

9258 Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

9258 Wealth Management’s Portfolio IAGG Stock Details IAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.04M Sell
58,586
-1,680
-3% -$85.9K 0.45% 44
2024
Q2 		$3.01M Sell
60,266
-7,945
-12% -$395K 0.46% 43
2024
Q1 		$3.41M Buy
68,211
+214
+0.3% +$10.6K 0.53% 40
2023
Q4 		$3.39M Buy
67,997
+3,342
+5% +$165K 0.6% 35
2023
Q3 		$3.15M Sell
64,655
-870
-1% -$42.7K 0.61% 36
2023
Q2 		$3.23M Buy
65,525
+6,656
+11% +$326K 0.61% 36
2023
Q1 		$2.88M Buy
58,869
+3,446
+6% +$167K 0.58% 36
2022
Q4 		$2.64M Buy
55,423
+11,383
+26% +$556K 0.57% 37
2022
Q3 		$2.13M Buy
44,040
+10,371
+31% +$520K 0.54% 39
2022
Q2 		$1.68M Buy
33,669
+15,177
+82% +$768K 0.43% 57
2022
Q1 		$964K Sell
18,492
-776
-4% -$41.3K 0.22% 105
2021
Q4 		$1.05M Buy
19,268
+1,452
+8% +$80K 0.24% 96
2021
Q3 		$980K Buy
17,816
+3,140
+21% +$175K 0.26% 88
2021
Q2 		$809K Buy
14,676
+5,220
+55% +$287K 0.22% 110
2021
Q1 		$519K Buy
9,456
+5,754
+155% +$319K 0.16% 147
2020
Q4 		$208K Sell
3,702
-306
-8% -$17.1K 0.07% 285
2020
Q3 		$224K Sell
4,008
-337
-8% -$18.8K 0.08% 256
2020
Q2 		$242K Hold
4,345
– – 0.1% 232
2020
Q1 		$240K Sell
4,345
-4,743
-52% -$262K 0.11% 217
2019
Q4 		$498K Buy
+9,088
New +$501K 0.18% 144

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

9258 Wealth Management's IAGG Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.8% in Q3 2024, selling an estimated $85.9K and leaving 58,586 shares worth $3.04M. The position accounts for 0.45% of the portfolio, ranked #44.

9258 Wealth Management first reported a position in IAGG in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.41M in Q1 2024. 361 funds tracked by Wall St. Rank hold IAGG as of Q3 2024.

  • 9258 Wealth Management held 58,586 shares of iShares Core International Aggregate Bond Fund worth $3.04M as of Q3 2024.
  • 9258 Wealth Management sold 1,680 iShares Core International Aggregate Bond Fund shares in Q3 2024, an estimated $85.9K.
  • iShares Core International Aggregate Bond Fund made up 0.45% of 9258 Wealth Management's portfolio in Q3 2024, its #44 holding.
  • 9258 Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $3.41M in Q1 2024.
  • 361 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.