JCM
IAGG icon

J2 Capital Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

J2 Capital 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
2022
Q3 		– Sell
-37,174
Closed -$1.85M – 85
2022
Q2 		$1.85M Sell
37,174
-13,546
-27% -$686K 2.82% 10
2022
Q1 		$2.64M Buy
50,720
+1,186
+2% +$63.1K 2.9% 10
2021
Q4 		$2.7M Buy
+49,534
New +$2.73M 2.57% 13

Other funds holding IAGG

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Agincourt Capital Management Richmond, Virginia $99.9M AUM 7.36% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

J2 Capital Management's IAGG Position: Q3 2022 in Review

J2 Capital Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2022, closing a stake of 37,174 shares — an estimated $1.85M sold.

J2 Capital Management first reported a position in IAGG in Q4 2021 and held it in 3 quarters. The position peaked at $2.7M in Q4 2021. 286 funds tracked by Wall St. Rank hold IAGG as of Q3 2022.

  • J2 Capital Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • J2 Capital Management sold 37,174 iShares Core International Aggregate Bond Fund shares in Q3 2022, an estimated $1.85M.
  • J2 Capital Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 3 quarters.
  • J2 Capital Management's iShares Core International Aggregate Bond Fund position peaked at $2.7M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2022.

Based on J2 Capital Management's 13F filing for Q3 2022, filed 17 Oct 2022.