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

Clarus 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
Q1 		– Sell
-7,756
Closed -$384K – 116
2024
Q4 		$384K Sell
7,756
-135
-2% -$6.96K 0.19% 86
2024
Q3 		$407K Sell
7,891
-91
-1% -$4.65K 0.21% 85
2024
Q2 		$400K Buy
7,982
+310
+4% +$15.4K 0.21% 85
2024
Q1 		$380K Buy
7,672
+103
+1% +$5.1K 0.22% 88
2023
Q4 		$372K Buy
+7,569
New +$374K 0.22% 84
2023
Q2 		$371K Sell
7,591
-235
-3% -$11.5K 0.23% 87
2023
Q1 		$385K Buy
7,826
+832
+12% +$40.3K 0.24% 84
2022
Q4 		$337K Buy
6,994
+827
+13% +$40.4K 0.22% 91
2022
Q3 		$297K Buy
6,167
+45
+0.7% +$2.25K 0.21% 87
2022
Q2 		$306K Buy
6,122
+30
+0.5% +$1.52K 0.22% 79
2022
Q1 		$313K Sell
6,092
-846
-12% -$45K 0.19% 82
2021
Q4 		$375K Sell
6,938
-1,781
-20% -$98.1K 0.22% 72
2021
Q3 		$479K Sell
8,719
-93
-1% -$5.17K 0.29% 52
2021
Q2 		$488K Sell
8,812
-23
-0.3% -$1.26K 0.31% 53
2021
Q1 		$485K Buy
8,835
+1,161
+15% +$64.3K 0.3% 61
2020
Q4 		$429K Buy
7,674
+9
+0.1% +$503 0.29% 66
2020
Q3 		$427K Buy
7,665
+125
+2% +$6.96K 0.33% 60
2020
Q2 		$419K Buy
7,540
+631
+9% +$34.9K 0.35% 60
2020
Q1 		$378K Sell
6,909
-372
-5% -$20.6K 0.38% 76
2019
Q4 		$400K Sell
7,281
-716
-9% -$39.4K 0.26% 94
2019
Q3 		$446K Buy
7,997
+584
+8% +$32.3K 0.33% 74
2019
Q2 		$404K Buy
+7,413
New +$397K 0.29% 60

Other funds holding IAGG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MG
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Clarus Wealth Advisors's IAGG Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2025, closing a stake of 7,756 shares — an estimated $384K sold.

Clarus Wealth Advisors first reported a position in IAGG in Q2 2019 and held it in 22 quarters. The position peaked at $488K in Q2 2021. 380 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 7,756 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $384K.
  • Clarus Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and held it in 22 quarters.
  • Clarus Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $488K in Q2 2021.
  • 380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.