FAM
IAGG icon

Forte Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Forte Asset 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
2025
Q2 		– Sell
-4,097
Closed -$205K – 69
2025
Q1 		$205K Sell
4,097
-68,194
-94% -$3.41M 0.1% 66
2024
Q4 		$3.61M Buy
72,291
+1,477
+2% +$76.2K 1.92% 21
2024
Q3 		$3.67M Buy
+70,814
New +$3.62M 1.96% 18

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Forte Asset Management's IAGG Position: Q2 2025 in Review

Forte Asset Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025, closing a stake of 4,097 shares — an estimated $205K sold.

Forte Asset Management first reported a position in IAGG in Q3 2024 and held it in 3 quarters. The position peaked at $3.67M in Q3 2024. 553 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • Forte Asset Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Forte Asset Management sold 4,097 iShares Core International Aggregate Bond Fund shares in Q2 2025, an estimated $205K.
  • Forte Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2024 and held it in 3 quarters.
  • Forte Asset Management's iShares Core International Aggregate Bond Fund position peaked at $3.67M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Forte Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.