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LaSalle St. Investment Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

LaSalle St. Investment Advisors’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
-67,375
Closed -$3.32M – 128
2023
Q2 		$3.32M Sell
67,375
-3,835
-5% -$188K 1.47% 15
2023
Q1 		$3.48M Buy
71,210
+9,663
+16% +$469K 1.54% 9
2022
Q4 		$2.93M Buy
+61,547
New +$3.01M 1.38% 16

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
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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MG
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

LaSalle St. Investment Advisors's IAGG Position: Q3 2023 in Review

LaSalle St. Investment Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023, closing a stake of 67,375 shares — an estimated $3.32M sold.

LaSalle St. Investment Advisors first reported a position in IAGG in Q4 2022 and held it in 3 quarters. The position peaked at $3.48M in Q1 2023. 300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

  • LaSalle St. Investment Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 67,375 iShares Core International Aggregate Bond Fund shares in Q3 2023, an estimated $3.32M.
  • LaSalle St. Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and held it in 3 quarters.
  • LaSalle St. Investment Advisors's iShares Core International Aggregate Bond Fund position peaked at $3.48M in Q1 2023.
  • 300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on LaSalle St. Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.