Coppell Advisory Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Coppell Advisory Solutions’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	-781	Closed	-$39K	–	1024
2024 Q4	$39K	Buy	781 +19	+2%	+$980	0.01%	664
2024 Q3	$39.5K	Sell	762 -71	-9%	-$3.63K	0.01%	622
2024 Q2	$41.6K	Buy	+833	New	+$41.4K	0.01%	539
2023 Q4	$34.3K	Buy	+689	New	+$34K	0.01%	583
2023 Q3	–	Sell	-4,154	Closed	-$204K	–	1346
2023 Q2	$204K	Buy	+4,154	New	+$204K	0.06%	190

Other funds holding IAGG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Paris, France $86.1B AUM 29.11% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Coppell Advisory Solutions's IAGG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2025, closing a stake of 781 shares — an estimated $39K sold.

Coppell Advisory Solutions first reported a position in IAGG in Q2 2023 and held it in 5 quarters. The position peaked at $204K in Q2 2023. 380 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 781 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $39K.
Coppell Advisory Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's iShares Core International Aggregate Bond Fund position peaked at $204K in Q2 2023.
380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.