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IAGG icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $299B AUM 28.69% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return