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

Burt 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
2025
Q3 		$4M Sell
78,009
-335
-0.4% -$17.1K 0.98% 23
2025
Q2 		$4M Buy
78,344
+1,715
+2% +$86.9K 0.92% 23
2025
Q1 		$3.83M Sell
76,629
-3,960
-5% -$198K 0.96% 20
2024
Q4 		$4.02M Sell
80,589
-623
-0.8% -$32.1K 1.02% 19
2024
Q3 		$4.21M Sell
81,212
-422
-0.5% -$21.6K 1.04% 19
2024
Q2 		$4.08M Sell
81,634
-2,620
-3% -$130K 1.07% 19
2024
Q1 		$4.21M Sell
84,254
-793
-0.9% -$39.3K 1.07% 19
2023
Q4 		$4.24M Sell
85,047
-14,786
-15% -$731K 1.21% 19
2023
Q3 		$4.87M Buy
99,833
+89,822
+897% +$4.41M 1.5% 16
2023
Q2 		$493K Sell
10,011
-944
-9% -$46.3K 0.15% 56
2023
Q1 		$536K Sell
10,955
-52,871
-83% -$2.56M 0.17% 50
2022
Q4 		$3.03M Buy
63,826
+50,005
+362% +$2.44M 1.02% 17
2022
Q3 		$668K Sell
13,821
-546
-4% -$27.4K 0.27% 28
2022
Q2 		$716K Sell
14,367
-42,982
-75% -$2.18M 0.25% 33
2022
Q1 		$2.99M Buy
57,349
+39,850
+228% +$2.12M 0.9% 17
2021
Q4 		$954K Sell
17,499
-85,086
-83% -$4.69M 0.31% 27
2021
Q3 		$5.64M Buy
102,585
+98,545
+2,439% +$5.48M 1.8% 13
2021
Q2 		$223K Buy
+4,040
New +$222K 0.08% 87
2021
Q1 		– Sell
-3,097
Closed -$174K – 208
2020
Q4 		$174K Buy
3,097
+106
+4% +$5.92K 0.06% 96
2020
Q3 		$166K Buy
2,991
+1,679
+128% +$93.5K 0.06% 94
2020
Q2 		$73K Sell
1,312
-149
-10% -$8.23K 0.03% 147
2020
Q1 		$80K Buy
1,461
+886
+154% +$49K 0.04% 125
2019
Q4 		$32K Buy
575
+475
+475% +$26.2K 0.01% 202
2019
Q3 		$6K Hold
100
– – ﹤0.01% 294
2019
Q2 		$5K Buy
+100
New +$5.35K ﹤0.01% 298

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burt Wealth Advisors's IAGG Position: Q3 2025 in Review

Burt Wealth Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.43% in Q3 2025, selling an estimated $17.1K and leaving 78,009 shares worth $4M. The position accounts for 0.98% of the portfolio, ranked #23.

Burt Wealth Advisors first reported a position in IAGG in Q2 2019 and has held it in 25 quarters since. The position peaked at $5.64M in Q3 2021. 573 funds tracked by Wall St. Rank hold IAGG as of Q3 2025.

  • Burt Wealth Advisors held 78,009 shares of iShares Core International Aggregate Bond Fund worth $4M as of Q3 2025.
  • Burt Wealth Advisors sold 335 iShares Core International Aggregate Bond Fund shares in Q3 2025, an estimated $17.1K.
  • iShares Core International Aggregate Bond Fund made up 0.98% of Burt Wealth Advisors's portfolio in Q3 2025, its #23 holding.
  • Burt Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and has held it in 25 quarters since.
  • Burt Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $5.64M in Q3 2021.
  • 573 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.