CRG
IAGG icon

Cornerstone Retirement Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Cornerstone Retirement Group’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
2023
Q3 		$2.35M Buy
+48,119
New +$2.36M 0.67% 7

Other funds holding IAGG

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
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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Retirement Group's IAGG Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023: 48,119 shares worth $2.35M. The stake represents 0.67% of the portfolio and ranks #7 among its holdings.

300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

  • Cornerstone Retirement Group held 48,119 shares of iShares Core International Aggregate Bond Fund worth $2.35M as of Q3 2023.
  • iShares Core International Aggregate Bond Fund was a new Cornerstone Retirement Group position in Q3 2023.
  • iShares Core International Aggregate Bond Fund made up 0.67% of Cornerstone Retirement Group's portfolio in Q3 2023, its #7 holding.
  • 300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.