GI
IAGG icon

Gradient Investments’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Gradient Investments’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
Q3 		– Sell
-649
Closed -$32.4K – 768
2024
Q2 		$32.4K Buy
649
+635
+4,536% +$31.6K ﹤0.01% 558
2024
Q1 		$699 Buy
+14
New +$693 ﹤0.01% 968
2023
Q4 		– Sell
-10
Closed -$488 – 1870
2023
Q3 		$488 Hold
10
– – ﹤0.01% 1559
2023
Q2 		$493 Hold
10
– – ﹤0.01% 1538
2023
Q1 		$490 Sell
10
-6
-38% -$291 ﹤0.01% 1284
2022
Q4 		$761 Hold
16
– – ﹤0.01% 1246
2022
Q3 		$1K Sell
16
-32
-67% -$1.6K ﹤0.01% 1242
2022
Q2 		$2K Buy
48
+28
+140% +$1.42K ﹤0.01% 1045
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1103
2021
Q4 		$1K Hold
20
– – ﹤0.01% 1151
2021
Q3 		$1K Hold
20
– – ﹤0.01% 1078
2021
Q2 		$1K Hold
20
– – ﹤0.01% 1075
2021
Q1 		$1K Sell
20
-11
-35% -$610 ﹤0.01% 1084
2020
Q4 		$2K Hold
31
– – ﹤0.01% 960
2020
Q3 		$2K Buy
+31
New +$1.73K ﹤0.01% 965

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Gradient Investments's IAGG Position: Q3 2024 in Review

Gradient Investments sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2024, closing a stake of 649 shares — an estimated $32.4K sold.

Gradient Investments first reported a position in IAGG in Q3 2020 and held it in 15 quarters. The position peaked at $32.4K in Q2 2024. 361 funds tracked by Wall St. Rank hold IAGG as of Q3 2024.

  • Gradient Investments reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 649 iShares Core International Aggregate Bond Fund shares in Q3 2024, an estimated $32.4K.
  • Gradient Investments first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and held it in 15 quarters.
  • Gradient Investments's iShares Core International Aggregate Bond Fund position peaked at $32.4K in Q2 2024.
  • 361 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.