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LPAM
Lodestar Private Asset Management’s
iShares Core International Aggregate Bond Fund
IAGG
Stock Holding History
Lodestar Private Asset Management’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
$6.82M
Buy
136,284
+3,605
+3%
+$181K
0.67%
43
2025
Q4
$6.64M
Buy
132,679
+6,360
+5%
+$327K
0.67%
43
2025
Q3
$6.47M
Buy
126,319
+3,356
+3%
+$171K
0.68%
43
2025
Q2
$6.28M
Buy
122,963
+4,388
+4%
+$222K
0.72%
39
2025
Q1
$5.93M
Buy
118,575
+10,183
+9%
+$509K
0.75%
38
2024
Q4
$5.41M
Buy
108,392
+3,378
+3%
+$174K
0.68%
40
2024
Q3
$5.44M
Sell
105,014
-2,330
-2%
-$119K
0.69%
41
2024
Q2
$5.36M
Buy
107,344
+2,043
+2%
+$102K
0.74%
38
2024
Q1
$5.26M
Buy
105,301
+2,781
+3%
+$138K
0.75%
38
2023
Q4
$5.11M
Buy
102,520
+15,743
+18%
+$778K
0.78%
37
2023
Q3
$4.23M
Buy
86,777
+30,321
+54%
+$1.49M
0.72%
40
2023
Q2
$2.78M
Buy
56,456
+986
+2%
+$48.3K
0.47%
53
2023
Q1
$2.72M
Buy
55,470
+2,094
+4%
+$102K
0.48%
50
2022
Q4
$2.54M
Buy
+53,376
New
+$2.61M
0.49%
50
Other funds holding IAGG
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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