IFAM
IAGG icon

Institutional & Family Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Institutional & Family Asset 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 		$1.17M Sell
23,356
-438
-2% -$21.8K 0.18% 97
2024
Q1 		$1.19M Sell
23,794
-5,302
-18% -$263K 0.19% 96
2023
Q4 		$1.45M Buy
29,096
+848
+3% +$41.9K 0.24% 79
2023
Q3 		$1.38M Buy
28,248
+135
+0.5% +$6.63K 0.23% 82
2023
Q2 		$1.39M Sell
28,113
-1,793
-6% -$87.9K 0.23% 82
2023
Q1 		$1.46M Buy
29,906
+13,135
+78% +$637K 0.24% 80
2022
Q4 		$797K Sell
16,771
-445
-3% -$21.7K 0.13% 100
2022
Q3 		$832K Sell
17,216
-1,459
-8% -$73.1K 0.15% 91
2022
Q2 		$930K Sell
18,675
-114
-0.6% -$5.77K 0.16% 87
2022
Q1 		$979K Sell
18,789
-149
-0.8% -$7.93K 0.15% 99
2021
Q4 		$1.03M Buy
18,938
+57
+0.3% +$3.14K 0.16% 97
2021
Q3 		$1.04M Sell
18,881
-549
-3% -$30.5K 0.17% 96
2021
Q2 		$1.07M Sell
19,430
-101
-0.5% -$5.55K 0.18% 92
2021
Q1 		$1.07M Sell
19,531
-14,108
-42% -$782K 0.21% 88
2020
Q4 		$1.89M Buy
33,639
+2,030
+6% +$113K 0.4% 75
2020
Q3 		$1.76M Buy
31,609
+856
+3% +$47.7K 0.41% 72
2020
Q2 		$1.71M Sell
30,753
-1,141
-4% -$63.1K 0.35% 77
2020
Q1 		$1.74M Buy
31,894
+926
+3% +$51.2K 0.4% 72
2019
Q4 		$1.7M Sell
30,968
-923
-3% -$50.9K 0.36% 76
2019
Q3 		$1.78M Buy
31,891
+24,770
+348% +$1.37M 0.39% 73
2019
Q2 		$388K Buy
+7,121
New +$381K 0.08% 127

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 $11.5B AUM 18.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Institutional & Family Asset Management's IAGG Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.8% in Q2 2024, selling an estimated $21.8K and leaving 23,356 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #97.

Institutional & Family Asset Management first reported a position in IAGG in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.89M in Q4 2020. 352 funds tracked by Wall St. Rank hold IAGG as of Q2 2024.

  • Institutional & Family Asset Management held 23,356 shares of iShares Core International Aggregate Bond Fund worth $1.17M as of Q2 2024.
  • Institutional & Family Asset Management sold 438 iShares Core International Aggregate Bond Fund shares in Q2 2024, an estimated $21.8K.
  • iShares Core International Aggregate Bond Fund made up 0.18% of Institutional & Family Asset Management's portfolio in Q2 2024, its #97 holding.
  • Institutional & Family Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and has held it in 21 quarters since.
  • Institutional & Family Asset Management's iShares Core International Aggregate Bond Fund position peaked at $1.89M in Q4 2020.
  • 352 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.