Leo Brokerage’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Leo Brokerage’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 Q2	$7.13M	Buy	144,906 +15,404	+12%	+$755K	0.81%	19
2023 Q1	$6.34M	Buy	+129,502	New	+$6.28M	0.95%	20
2022 Q2	$4.92M	Buy	98,799 +18,763	+23%	+$950K	1.33%	18
2022 Q1	$4.17M	Buy	+80,036	New	+$4.26M	0.66%	31
2021 Q3	$4.37M	Sell	79,386 -3,350	-4%	-$186K	0.81%	24
2021 Q2	$4.56M	Buy	82,736 +1,833	+2%	+$101K	0.92%	25
2021 Q1	$4.44M	Buy	80,903 +3,241	+4%	+$180K	1.26%	18
2020 Q4	$4.37M	Sell	77,662 -56,400	-42%	-$3.15M	1.41%	15
2020 Q3	$7.46M	Buy	+134,062	New	+$7.46M	3.08%	13

Other funds holding IAGG

BlackRock New York $6.73T AUM 46.02% 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 $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Leo Brokerage's IAGG Position: Q2 2023 in Review

Leo Brokerage increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 12% in Q2 2023, buying an estimated $755K and bringing the position to 144,906 shares worth $7.13M. The position accounts for 0.81% of the portfolio, ranked #19.

Leo Brokerage first reported a position in IAGG in Q3 2020 and has held it in 9 quarters since. The position peaked at $7.46M in Q3 2020. 311 funds tracked by Wall St. Rank hold IAGG as of Q2 2023.

Leo Brokerage held 144,906 shares of iShares Core International Aggregate Bond Fund worth $7.13M as of Q2 2023.
Leo Brokerage bought 15,404 iShares Core International Aggregate Bond Fund shares in Q2 2023, an estimated $755K.
iShares Core International Aggregate Bond Fund made up 0.81% of Leo Brokerage's portfolio in Q2 2023, its #19 holding.
Leo Brokerage first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's iShares Core International Aggregate Bond Fund position peaked at $7.46M in Q3 2020.
311 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.