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HM Payson & Co’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-150
Closed -$7.49K – 1058
2024
Q4 		$7.49K Buy
+150
New +$7.74K ﹤0.01% 866
2021
Q1 		– Sell
-577
Closed -$32K – 1145
2020
Q4 		$32K Buy
+577
New +$32.2K ﹤0.01% 696

Other funds holding IAGG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

HM Payson & Co's IAGG Position: Q1 2025 in Review

HM Payson & Co sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2025, closing a stake of 150 shares — an estimated $7.49K sold.

HM Payson & Co first reported a position in IAGG in Q4 2020 and held it in 2 quarters. The position peaked at $32K in Q4 2020. 380 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • HM Payson & Co reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • HM Payson & Co sold 150 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $7.49K.
  • HM Payson & Co first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and held it in 2 quarters.
  • HM Payson & Co's iShares Core International Aggregate Bond Fund position peaked at $32K in Q4 2020.
  • 380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.