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

Halpern Financial’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
-322
Closed -$16K – 231
2023
Q4 		$16K Buy
+322
New +$15.9K 0.01% 156

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Halpern Financial's IAGG Position: Q1 2024 in Review

Halpern Financial sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2024, closing a stake of 322 shares — an estimated $16K sold.

Halpern Financial first reported a position in IAGG in Q4 2023 and held it in 1 quarter. The position peaked at $16K in Q4 2023. 345 funds tracked by Wall St. Rank hold IAGG as of Q1 2024.

  • Halpern Financial reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 322 iShares Core International Aggregate Bond Fund shares in Q1 2024, an estimated $16K.
  • Halpern Financial first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and held it in 1 quarter.
  • Halpern Financial's iShares Core International Aggregate Bond Fund position peaked at $16K in Q4 2023.
  • 345 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.