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Forum Financial Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Forum Financial 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
Q2 		– Sell
-52,619
Closed -$2.63M – 743
2024
Q1 		$2.63M Buy
+52,619
New +$2.61M 0.04% 91

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Forum Financial Management's IAGG Position: Q2 2024 in Review

Forum Financial Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2024, closing a stake of 52,619 shares — an estimated $2.63M sold.

Forum Financial Management first reported a position in IAGG in Q1 2024 and held it in 1 quarter. The position peaked at $2.63M in Q1 2024. 352 funds tracked by Wall St. Rank hold IAGG as of Q2 2024.

  • Forum Financial Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 52,619 iShares Core International Aggregate Bond Fund shares in Q2 2024, an estimated $2.63M.
  • Forum Financial Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's iShares Core International Aggregate Bond Fund position peaked at $2.63M in Q1 2024.
  • 352 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.