Jaffetilchin Investment Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-11	Closed	-$592	–	783
2024 Q3	$592	Buy	+11	New	+$562	﹤0.01%	1289
2021 Q3	–	Sell	-10,023	Closed	-$563K	–	385
2021 Q2	$563K	Buy	+10,023	New	+$550K	0.04%	236
2021 Q1	–	Sell	-10,023	Closed	-$563K	–	373
2020 Q4	$563K	Buy	10,023 +127	+1%	+$7.1K	0.08%	155
2020 Q3	$551K	Buy	9,896 +346	+4%	+$19.3K	0.1%	114
2020 Q2	$532K	Buy	9,550 +2,102	+28%	+$116K	0.12%	108
2020 Q1	$407K	Sell	7,448 -68	-0.9%	-$3.76K	0.14%	94
2019 Q4	$412K	Sell	7,516 -48	-0.6%	-$2.65K	0.09%	140
2019 Q3	$422K	Buy	7,564 +952	+14%	+$52.7K	0.1%	132
2019 Q2	$360K	Buy	+6,612	New	+$354K	0.08%	172

Other funds holding IAGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jaffetilchin Investment Partners's IAGG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2024, closing a stake of 11 shares — an estimated $592 sold.

Jaffetilchin Investment Partners first reported a position in IAGG in Q2 2019 and held it in 9 quarters. The position peaked at $563K in Q2 2021. 389 funds tracked by Wall St. Rank hold IAGG as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 11 iShares Core International Aggregate Bond Fund shares in Q4 2024, an estimated $592.
Jaffetilchin Investment Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and held it in 9 quarters.
Jaffetilchin Investment Partners's iShares Core International Aggregate Bond Fund position peaked at $563K in Q2 2021.
389 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.