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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hazlett, Burt & Watson's IAGG Position: Q4 2025 in Review

Hazlett, Burt & Watson sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2025, closing a stake of 104 shares — an estimated $5K sold.

Hazlett, Burt & Watson first reported a position in IAGG in Q1 2022 and held it in 15 quarters. The position peaked at $50K in Q1 2022. 634 funds tracked by Wall St. Rank hold IAGG as of Q4 2025.

Hazlett, Burt & Watson reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 104 iShares Core International Aggregate Bond Fund shares in Q4 2025, an estimated $5K.
Hazlett, Burt & Watson first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and held it in 15 quarters.
Hazlett, Burt & Watson's iShares Core International Aggregate Bond Fund position peaked at $50K in Q1 2022.
634 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2025, filed 10 Feb 2026.