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Bromfield Sneider Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bromfield Sneider Wealth Advisors’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
Q1 		$3.06M Buy
61,248
+6,880
+13% +$341K 1.89% 12
2023
Q4 		$2.71M Buy
54,368
+9,098
+20% +$450K 1.83% 12
2023
Q3 		$2.21M Buy
45,270
+32,280
+248% +$1.58M 1.66% 12
2023
Q2 		$640K Buy
12,990
+2,025
+18% +$99.3K 0.51% 19
2023
Q1 		$537K Buy
10,965
+3,500
+47% +$170K 0.45% 21
2022
Q4 		$355K Hold
7,465
– – 0.33% 23
2022
Q3 		$361K Hold
7,465
– – 0.43% 20
2022
Q2 		$372K Buy
7,465
+1,965
+36% +$99.5K 0.45% 21
2022
Q1 		$287K Buy
5,500
+750
+16% +$39.9K 0.3% 21
2021
Q4 		$259K Buy
+4,750
New +$262K 0.26% 22

Other funds holding IAGG

BlackRock
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return