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

Avior 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
2025 Q1	–	Sell	-18	Closed	-$928	–	1475
2024 Q4	$928	Buy	18 +4	+29%	+$206	﹤0.01%	2205
2024 Q3	$725	Buy	+14	New	+$716	﹤0.01%	2121
2024 Q2	–	Sell	-984	Closed	-$49.1K	–	2934
2024 Q1	$49.1K	Buy	+984	New	+$48.7K	﹤0.01%	1240
2021 Q4	–	Sell	-402	Closed	-$22K	–	1149
2021 Q3	$22K	Buy	+402	New	+$22.4K	﹤0.01%	651

Other funds holding IAGG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avior Wealth Management's IAGG Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2025, closing a stake of 18 shares — an estimated $928 sold.

Avior Wealth Management first reported a position in IAGG in Q3 2021 and held it in 4 quarters. The position peaked at $49.1K in Q1 2024. 380 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

Avior Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 18 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $928.
Avior Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2021 and held it in 4 quarters.
Avior Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $49.1K in Q1 2024.
380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.