Bridge Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bridge Advisory’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 Q4	–	Sell	-15,769	Closed	-$769K	–	126
2023 Q3	$769K	Sell	15,769 -130	-0.8%	-$6.38K	0.27%	75
2023 Q2	$784K	Sell	15,899 -165	-1%	-$8.09K	0.29%	65
2023 Q1	$786K	Buy	16,064 +45	+0.3%	+$2.18K	0.3%	63
2022 Q4	$762K	Sell	16,019 -3,063	-16%	-$150K	0.32%	67
2022 Q3	$922K	Sell	19,082 -5,689	-23%	-$285K	0.45%	55
2022 Q2	$1.25M	Buy	24,771 +2,334	+10%	+$118K	0.6%	36
2022 Q1	$1.17M	Buy	22,437 +10,155	+83%	+$540K	0.51%	39
2021 Q4	$670K	Buy	12,282 +4,643	+61%	+$256K	0.3%	55
2021 Q3	$420K	Buy	7,639 +2,735	+56%	+$152K	0.21%	57
2021 Q2	$270K	Buy	+4,904	New	+$269K	0.14%	70
2021 Q1	–	Sell	-14,190	Closed	-$798K	–	79
2020 Q4	$798K	Buy	+14,190	New	+$793K	0.38%	41

Other funds holding IAGG

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

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Syon Capital San Francisco, California $1.99B AUM 22.67% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bridge Advisory's IAGG Position: Q4 2023 in Review

Bridge Advisory sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2023, closing a stake of 15,769 shares — an estimated $769K sold.

Bridge Advisory first reported a position in IAGG in Q4 2020 and held it in 11 quarters. The position peaked at $1.25M in Q2 2022. 322 funds tracked by Wall St. Rank hold IAGG as of Q4 2023.

Bridge Advisory reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 15,769 iShares Core International Aggregate Bond Fund shares in Q4 2023, an estimated $769K.
Bridge Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and held it in 11 quarters.
Bridge Advisory's iShares Core International Aggregate Bond Fund position peaked at $1.25M in Q2 2022.
322 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.