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

ICA Group 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
2024
Q2 		– Sell
-115
Closed -$5.75K – 1016
2024
Q1 		$5.75K Hold
115
– – ﹤0.01% 1010
2023
Q4 		$5.73K Buy
+115
New +$5.68K ﹤0.01% 992

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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ICA Group Wealth Management's IAGG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2024, closing a stake of 115 shares — an estimated $5.75K sold.

ICA Group Wealth Management first reported a position in IAGG in Q4 2023 and held it in 2 quarters. The position peaked at $5.75K in Q1 2024. 352 funds tracked by Wall St. Rank hold IAGG as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 115 iShares Core International Aggregate Bond Fund shares in Q2 2024, an estimated $5.75K.
  • ICA Group Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $5.75K in Q1 2024.
  • 352 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.