Focused Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Focused Wealth Management’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	Closed	-$299	–	534
2023 Q4	$299	Hold	6	–	–	﹤0.01%	941
2023 Q3	$293	Hold	6	–	–	﹤0.01%	950
2023 Q2	$296	Hold	6	–	–	﹤0.01%	989
2023 Q1	$294	Hold	6	–	–	﹤0.01%	970
2022 Q4	$285	Hold	6	–	–	﹤0.01%	998
2022 Q3	$0	Hold	6	–	–	﹤0.01%	993
2022 Q2	$0	Hold	6	–	–	﹤0.01%	991
2022 Q1	$0	Buy	+6	New	+$319	﹤0.01%	1039

Other funds holding IAGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Focused Wealth Management's IAGG Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2024, closing a stake of 6 shares — an estimated $299 sold.

Focused Wealth Management first reported a position in IAGG in Q1 2022 and held it in 8 quarters. The position peaked at $299 in Q4 2023. 345 funds tracked by Wall St. Rank hold IAGG as of Q1 2024.

Focused Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 6 iShares Core International Aggregate Bond Fund shares in Q1 2024, an estimated $299.
Focused Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and held it in 8 quarters.
Focused Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $299 in Q4 2023.
345 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.