Hemington Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Hemington Wealth Management’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 Q3	$35K	Hold	691	–	–	﹤0.01%	454
2025 Q2	$35K	Hold	691	–	–	0.01%	427
2025 Q1	$34K	Hold	691	–	–	0.01%	413
2024 Q4	$34K	Hold	691	–	–	0.01%	398
2024 Q3	$35K	Buy	+691	New	+$35.3K	0.01%	371
2022 Q4	–	Sell	-6,610	Closed	-$319K	–	103
2022 Q3	$319K	Sell	6,610 -2,593	-28%	-$130K	0.14%	69
2022 Q2	$458K	Hold	9,203	–	–	0.18%	61
2022 Q1	$480K	Buy	9,203 +4,300	+88%	+$229K	0.16%	68
2021 Q4	$276K	Sell	4,903 -3,047	-38%	-$168K	0.13%	70
2021 Q3	$437K	Buy	+7,950	New	+$442K	0.16%	64
2021 Q2	–	Sell	-6,682	Closed	-$367K	–	91
2021 Q1	$367K	Buy	6,682 +1,779	+36%	+$98.6K	0.16%	63
2020 Q4	$276K	Buy	+4,903	New	+$274K	0.13%	70

Other funds holding IAGG

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hemington Wealth Management's IAGG Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q3 2025 at 691 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Hemington Wealth Management first reported a position in IAGG in Q4 2020 and has held it in 12 quarters since. The position peaked at $480K in Q1 2022. 576 funds tracked by Wall St. Rank hold IAGG as of Q3 2025.

Hemington Wealth Management held 691 shares of iShares Core International Aggregate Bond Fund worth $35K as of Q3 2025.
Hemington Wealth Management left its iShares Core International Aggregate Bond Fund share count unchanged in Q3 2025.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #454 holding.
Hemington Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 12 quarters since.
Hemington Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $480K in Q1 2022.
576 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.