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

Leo Wealth LLC’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
2026
Q1 		– Sell
-131,450
Closed -$6.58M – 464
2025
Q4 		$6.58M Buy
131,450
+29,927
+29% +$1.54M 0.48% 45
2025
Q3 		$5.2M Sell
101,523
-20,355
-17% -$1.04M 0.67% 32
2025
Q2 		$6.24M Buy
121,878
+26,089
+27% +$1.32M 0.48% 38
2025
Q1 		$4.79M Sell
95,789
-14,133
-13% -$706K 0.69% 29
2024
Q4 		$5.49M Buy
109,922
+11,656
+12% +$601K 0.49% 37
2024
Q3 		$5.09M Buy
98,266
+4,813
+5% +$246K 0.47% 36
2024
Q2 		$4.66M Buy
93,453
+9,371
+11% +$466K 0.48% 39
2024
Q1 		$4.2M Buy
84,082
+7,297
+10% +$361K 0.43% 42
2023
Q4 		$3.82M Buy
+76,785
New +$3.79M 0.4% 43

Other funds holding IAGG

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return