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

BOK Financial 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
Q3 		– Sell
-40
Closed -$2K – 544
2024
Q2 		$2K Hold
40
– – ﹤0.01% 433
2024
Q1 		$2K Hold
40
– – ﹤0.01% 429
2023
Q4 		$1.99K Hold
40
– – ﹤0.01% 465
2023
Q3 		$1.95K Hold
40
– – ﹤0.01% 358
2023
Q2 		$1.97K Hold
40
– – ﹤0.01% 342
2023
Q1 		$1.96K Sell
40
-46
-53% -$2.23K ﹤0.01% 428
2022
Q4 		$4.09K Hold
86
– – ﹤0.01% 333
2022
Q3 		$4K Sell
86
-17
-17% -$852 ﹤0.01% 347
2022
Q2 		$5K Buy
+103
New +$5.21K ﹤0.01% 347
2022
Q1 		– Sell
-4,311
Closed -$235K – 324
2021
Q4 		$235K Sell
4,311
-270
-6% -$14.9K 0.02% 264
2021
Q3 		$252K Sell
4,581
-84
-2% -$4.67K 0.02% 213
2021
Q2 		$257K Sell
4,665
-231
-5% -$12.7K 0.02% 194
2021
Q1 		$269K Sell
4,896
-534
-10% -$29.6K 0.02% 163
2020
Q4 		$305K Sell
5,430
-7,860
-59% -$439K 0.03% 152
2020
Q3 		$740K Sell
13,290
-1,010
-7% -$56.2K 0.08% 106
2020
Q2 		$796K Buy
14,300
+8,759
+158% +$484K 0.08% 105
2020
Q1 		$303K Buy
5,541
+889
+19% +$49.2K 0.04% 147
2019
Q4 		$255K Buy
+4,652
New +$256K 0.02% 168

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 $11.5B AUM 18.72% 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

BOK Financial Private Wealth's IAGG Position: Q3 2024 in Review

BOK Financial Private Wealth sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2024, closing a stake of 40 shares — an estimated $2K sold.

BOK Financial Private Wealth first reported a position in IAGG in Q4 2019 and held it in 18 quarters. The position peaked at $796K in Q2 2020. 361 funds tracked by Wall St. Rank hold IAGG as of Q3 2024.

  • BOK Financial Private Wealth reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 40 iShares Core International Aggregate Bond Fund shares in Q3 2024, an estimated $2K.
  • BOK Financial Private Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 18 quarters.
  • BOK Financial Private Wealth's iShares Core International Aggregate Bond Fund position peaked at $796K in Q2 2020.
  • 361 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2024.

Based on BOK Financial Private Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.