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MBE Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

MBE Wealth 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
2024
Q1 		– Sell
-10,163
Closed -$506K – 93
2023
Q4 		$506K Sell
10,163
-151
-1% -$7.46K 0.26% 45
2023
Q3 		$503K Buy
10,314
+283
+3% +$13.9K 0.29% 39
2023
Q2 		$494K Sell
10,031
-22
-0.2% -$1.08K 0.27% 41
2023
Q1 		$492K Sell
10,053
-1,845
-16% -$89.5K 0.29% 38
2022
Q4 		$566K Sell
11,898
-1,205
-9% -$58.8K 0.37% 30
2022
Q3 		$633K Sell
13,103
-54
-0.4% -$2.71K 0.46% 23
2022
Q2 		$655K Buy
13,157
+159
+1% +$8.05K 0.46% 24
2022
Q1 		$678K Sell
12,998
-870
-6% -$46.3K 0.4% 26
2021
Q4 		$756K Sell
13,868
-1,072
-7% -$59K 0.39% 18
2021
Q3 		$822K Sell
14,940
-8,622
-37% -$480K 0.42% 18
2021
Q2 		$1.3M Sell
23,562
-88,559
-79% -$4.86M 0.67% 15
2021
Q1 		$6.15M Buy
112,121
+4,786
+4% +$265K 3.34% 9
2020
Q4 		$6.03M Buy
107,335
+10,389
+11% +$581K 4.08% 9
2020
Q3 		$5.4M Buy
96,946
+128
+0.1% +$7.13K 4.53% 7
2020
Q2 		$5.39M Buy
96,818
+2,825
+3% +$156K 4.53% 7
2020
Q1 		$5.14M Buy
93,993
+4,159
+5% +$230K 4.9% 5
2019
Q4 		$4.92M Buy
+89,834
New +$4.95M 4.93% 6

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T 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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MBE Wealth Management's IAGG Position: Q1 2024 in Review

MBE Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2024, closing a stake of 10,163 shares — an estimated $506K sold.

MBE Wealth Management first reported a position in IAGG in Q4 2019 and held it in 17 quarters. The position peaked at $6.15M in Q1 2021. 345 funds tracked by Wall St. Rank hold IAGG as of Q1 2024.

  • MBE Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • MBE Wealth Management sold 10,163 iShares Core International Aggregate Bond Fund shares in Q1 2024, an estimated $506K.
  • MBE Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 17 quarters.
  • MBE Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $6.15M in Q1 2021.
  • 345 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2024.

Based on MBE Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.