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

McNaughton 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
2025
Q1 		– Sell
-62,772
Closed -$3.13M – 76
2024
Q4 		$3.13M Buy
62,772
+554
+0.9% +$28.6K 1.51% 21
2024
Q3 		$3.22M Buy
62,218
+1,167
+2% +$59.7K 1.57% 19
2024
Q2 		$3.05M Buy
61,051
+3,899
+7% +$194K 1.62% 19
2024
Q1 		$2.85M Buy
57,152
+1,824
+3% +$90.3K 1.58% 17
2023
Q4 		$2.76M Buy
55,328
+442
+0.8% +$21.8K 1.63% 17
2023
Q3 		$2.68M Buy
54,886
+126
+0.2% +$6.18K 1.78% 17
2023
Q2 		$2.7M Sell
54,760
-529
-1% -$25.9K 1.73% 17
2023
Q1 		$2.71M Sell
55,289
-932
-2% -$45.2K 1.8% 18
2022
Q4 		$2.67M Buy
56,221
+314
+0.6% +$15.3K 1.83% 16
2022
Q3 		$2.7M Sell
55,907
-18
-0% -$902 1.98% 16
2022
Q2 		$2.79M Buy
55,925
+322
+0.6% +$16.3K 1.97% 15
2022
Q1 		$2.9M Buy
55,603
+1,122
+2% +$59.7K 1.89% 19
2021
Q4 		$2.95M Buy
54,481
+3,582
+7% +$197K 1.91% 19
2021
Q3 		$2.8M Buy
50,899
+2,884
+6% +$160K 1.98% 20
2021
Q2 		$2.65M Buy
48,015
+3,725
+8% +$205K 1.86% 20
2021
Q1 		$2.43M Buy
44,290
+3,358
+8% +$186K 1.86% 20
2020
Q4 		$2.3M Buy
40,932
+917
+2% +$51.2K 1.84% 19
2020
Q3 		$2.23M Buy
40,015
+5,247
+15% +$292K 1.95% 17
2020
Q2 		$1.94M Buy
34,768
+3,287
+10% +$182K 1.79% 18
2020
Q1 		$1.72M Buy
31,481
+178
+0.6% +$9.85K 1.84% 17
2019
Q4 		$1.71M Buy
+31,303
New +$1.72M 1.6% 18

Other funds holding IAGG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

McNaughton Wealth Management's IAGG Position: Q1 2025 in Review

McNaughton Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2025, closing a stake of 62,772 shares — an estimated $3.13M sold.

McNaughton Wealth Management first reported a position in IAGG in Q4 2019 and held it in 21 quarters. The position peaked at $3.22M in Q3 2024. 380 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • McNaughton Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • McNaughton Wealth Management sold 62,772 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $3.13M.
  • McNaughton Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 21 quarters.
  • McNaughton Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $3.22M in Q3 2024.
  • 380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on McNaughton Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.