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Acima Private Wealth’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Acima Private Wealth’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
Q1 		– Sell
-147,464
Closed -$7.34M – 212
2023
Q4 		$7.34M Buy
+147,464
New +$7.29M 2.87% 9
2023
Q1 		– Sell
-83,185
Closed -$3.96M – 286
2022
Q4 		$3.96M Buy
+83,185
New +$4.06M 2.03% 13

Other funds holding IAGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Acima Private Wealth's IAGG Position: Q1 2024 in Review

Acima Private Wealth sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2024, closing a stake of 147,464 shares — an estimated $7.34M sold.

Acima Private Wealth first reported a position in IAGG in Q4 2022 and held it in 2 quarters. The position peaked at $7.34M in Q4 2023. 345 funds tracked by Wall St. Rank hold IAGG as of Q1 2024.

  • Acima Private Wealth reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 147,464 iShares Core International Aggregate Bond Fund shares in Q1 2024, an estimated $7.34M.
  • Acima Private Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and held it in 2 quarters.
  • Acima Private Wealth's iShares Core International Aggregate Bond Fund position peaked at $7.34M in Q4 2023.
  • 345 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.