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 New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IAGG Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 13% in Q1 2024, buying an estimated $341K and bringing the position to 61,248 shares worth $3.06M. The position accounts for 1.89% of the portfolio, ranked #12.

Bromfield Sneider Wealth Advisors first reported a position in IAGG in Q4 2021 and has held it in 10 quarters since. 345 funds tracked by Wall St. Rank hold IAGG as of Q1 2024.

Bromfield Sneider Wealth Advisors held 61,248 shares of iShares Core International Aggregate Bond Fund worth $3.06M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 6,880 iShares Core International Aggregate Bond Fund shares in Q1 2024, an estimated $341K.
iShares Core International Aggregate Bond Fund made up 1.89% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #12 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 10 quarters since.
345 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.