Kovitz Investment Group Partners
IAGG icon

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

Kovitz Investment Group 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
2023
Q3 		– Sell
-11,198
Closed -$552K – 401
2023
Q2 		$552K Sell
11,198
-83
-0.7% -$4.07K 0.01% 337
2023
Q1 		$552K Sell
11,281
-1,199
-10% -$58.1K 0.01% 338
2022
Q4 		$593K Sell
12,480
-2,676
-18% -$131K 0.01% 327
2022
Q3 		$732K Sell
15,156
-129
-0.8% -$6.46K 0.02% 301
2022
Q2 		$761K Sell
15,285
-135
-0.9% -$6.83K 0.02% 308
2022
Q1 		$804K Buy
15,420
+51
+0.3% +$2.71K 0.02% 313
2021
Q4 		$864K Buy
15,369
+10
+0.1% +$551 0.02% 297
2021
Q3 		$845K Sell
15,359
-121
-0.8% -$6.73K 0.02% 314
2021
Q2 		$853K Sell
15,480
-39
-0.3% -$2.14K 0.02% 316
2021
Q1 		$851K Buy
15,519
+150
+1% +$8.31K 0.02% 294
2020
Q4 		$864K Sell
15,369
-198
-1% -$11.1K 0.02% 291
2020
Q3 		$866K Sell
15,567
-375
-2% -$20.9K 0.02% 269
2020
Q2 		$888K Buy
+15,942
New +$881K 0.03% 260
2020
Q1 		– Sell
-16,402
Closed -$899K – 379
2019
Q4 		$899K Buy
16,402
+748
+5% +$41.2K 0.03% 277
2019
Q3 		$873K Sell
15,654
-1,874
-11% -$104K 0.03% 276
2019
Q2 		$955K Sell
17,528
-2,217
-11% -$119K 0.03% 269
2019
Q1 		$1.06M Sell
19,745
-201
-1% -$10.6K 0.03% 271
2018
Q4 		$1.04M Buy
+19,946
New +$1.04M 0.04% 195

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MMI
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Jones Financial Companies
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FGAM
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MG
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SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kovitz Investment Group Partners's IAGG Position: Q3 2023 in Review

Kovitz Investment Group Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023, closing a stake of 11,198 shares — an estimated $552K sold.

Kovitz Investment Group Partners first reported a position in IAGG in Q4 2018 and held it in 18 quarters. The position peaked at $1.06M in Q1 2019. 300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

  • Kovitz Investment Group Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,198 iShares Core International Aggregate Bond Fund shares in Q3 2023, an estimated $552K.
  • Kovitz Investment Group Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and held it in 18 quarters.
  • Kovitz Investment Group Partners's iShares Core International Aggregate Bond Fund position peaked at $1.06M in Q1 2019.
  • 300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2023, filed 9 Nov 2023.