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Girard Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Girard Partners’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 		$460K Sell
9,206
-4,734
-34% -$235K 0.04% 185
2024
Q1 		$696K Sell
13,940
-12,424
-47% -$615K 0.07% 163
2023
Q4 		$1.31M Buy
26,364
+16,715
+173% +$826K 0.13% 129
2023
Q3 		$471K Sell
9,649
-998
-9% -$49K 0.05% 175
2023
Q2 		$525K Sell
10,647
-7,208
-40% -$353K 0.06% 171
2023
Q1 		$874K Sell
17,855
-45,874
-72% -$2.22M 0.1% 142
2022
Q4 		$3.03M Buy
+63,729
New +$3.11M 0.34% 76

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 $11.5B AUM 18.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Girard Partners's IAGG Position: Q2 2024 in Review

Girard Partners reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 34% in Q2 2024, selling an estimated $235K and leaving 9,206 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #185.

Girard Partners first reported a position in IAGG in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.03M in Q4 2022. 352 funds tracked by Wall St. Rank hold IAGG as of Q2 2024.

  • Girard Partners held 9,206 shares of iShares Core International Aggregate Bond Fund worth $460K as of Q2 2024.
  • Girard Partners sold 4,734 iShares Core International Aggregate Bond Fund shares in Q2 2024, an estimated $235K.
  • iShares Core International Aggregate Bond Fund made up 0.04% of Girard Partners's portfolio in Q2 2024, its #185 holding.
  • Girard Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 7 quarters since.
  • Girard Partners's iShares Core International Aggregate Bond Fund position peaked at $3.03M in Q4 2022.
  • 352 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.