Baldrige Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Baldrige Asset 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
2023 Q1	$233K	Hold	4,764	–	–	0.1%	104
2022 Q4	$227K	Sell	4,764 -338	-7%	-$16.5K	0.1%	100
2022 Q3	$247K	Hold	5,102	–	–	0.12%	96
2022 Q2	$254K	Buy	5,102 +780	+18%	+$39.5K	0.12%	95
2022 Q1	$225K	Buy	4,322 +1,445	+50%	+$76.9K	0.09%	105
2021 Q4	$157K	Buy	2,877 +5	+0.2%	+$275	0.06%	116
2021 Q3	$158K	Buy	2,872 +114	+4%	+$6.34K	0.07%	110
2021 Q2	$152K	Buy	+2,758	New	+$151K	0.07%	112

Other funds holding IAGG

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Baldrige Asset Management's IAGG Position: Q1 2023 in Review

Baldrige Asset Management held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q1 2023 at 4,764 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #104.

Baldrige Asset Management first reported a position in IAGG in Q2 2021 and has held it in 8 quarters since. The position peaked at $254K in Q2 2022. 295 funds tracked by Wall St. Rank hold IAGG as of Q1 2023.

Baldrige Asset Management held 4,764 shares of iShares Core International Aggregate Bond Fund worth $233K as of Q1 2023.
Baldrige Asset Management left its iShares Core International Aggregate Bond Fund share count unchanged in Q1 2023.
iShares Core International Aggregate Bond Fund made up 0.1% of Baldrige Asset Management's portfolio in Q1 2023, its #104 holding.
Baldrige Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares Core International Aggregate Bond Fund position peaked at $254K in Q2 2022.
295 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.