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IAGG icon

Hazlett, Burt & Watson’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Hazlett, Burt & Watson’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
Q4 		– Sell
-104
Closed -$5K – 935
2025
Q3 		$5K Sell
104
-210
-67% -$10.7K ﹤0.01% 733
2025
Q2 		$16K Sell
314
-109
-26% -$5.52K 0.01% 531
2025
Q1 		$21K Hold
423
– – 0.01% 485
2024
Q4 		$21K Sell
423
-23
-5% -$1.19K 0.01% 461
2024
Q3 		$22K Hold
446
– – 0.01% 452
2024
Q2 		$22K Hold
446
– – 0.01% 436
2024
Q1 		$22K Hold
446
– – 0.01% 419
2023
Q4 		$22K Buy
446
+144
+48% +$7.12K 0.01% 408
2023
Q3 		$15K Hold
302
– – 0.01% 449
2023
Q2 		$15K Hold
302
– – 0.01% 440
2023
Q1 		$15K Hold
302
– – 0.01% 415
2022
Q4 		$15K Sell
302
-573
-65% -$28K 0.01% 420
2022
Q3 		$43K Sell
875
-100
-10% -$5.01K 0.04% 276
2022
Q2 		$49K Hold
975
– – 0.04% 270
2022
Q1 		$50K Buy
+975
New +$51.9K 0.04% 288

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 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