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Buckingham Strategic Wealth’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Buckingham Strategic 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
Q1 		– Sell
-6,329
Closed -$315K – 781
2023
Q4 		$315K Buy
+6,329
New +$313K ﹤0.01% 557
2020
Q2 		– Sell
-11,303
Closed -$618K – 436
2020
Q1 		$618K Buy
+11,303
New +$625K 0.06% 234

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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $67.7B AUM 51.91% 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

Buckingham Strategic Wealth's IAGG Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2024, closing a stake of 6,329 shares — an estimated $315K sold.

Buckingham Strategic Wealth first reported a position in IAGG in Q1 2020 and held it in 2 quarters. The position peaked at $618K in Q1 2020. 345 funds tracked by Wall St. Rank hold IAGG as of Q1 2024.

  • Buckingham Strategic Wealth reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 6,329 iShares Core International Aggregate Bond Fund shares in Q1 2024, an estimated $315K.
  • Buckingham Strategic Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and held it in 2 quarters.
  • Buckingham Strategic Wealth's iShares Core International Aggregate Bond Fund position peaked at $618K in Q1 2020.
  • 345 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.