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Baldwin Wealth Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-43
Closed -$2.23K – 595
2024
Q3 		$2.23K Sell
43
-21
-33% -$1.07K ﹤0.01% 937
2024
Q2 		$3.19K Buy
+64
New +$3.18K ﹤0.01% 624

Other funds holding IAGG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Wealth Partners's IAGG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2024, closing a stake of 43 shares — an estimated $2.23K sold.

Baldwin Wealth Partners first reported a position in IAGG in Q2 2024 and held it in 2 quarters. The position peaked at $3.19K in Q2 2024. 388 funds tracked by Wall St. Rank hold IAGG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 43 iShares Core International Aggregate Bond Fund shares in Q4 2024, an estimated $2.23K.
  • Baldwin Wealth Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's iShares Core International Aggregate Bond Fund position peaked at $3.19K in Q2 2024.
  • 388 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.