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MGO Private Wealth’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

MGO Private Wealth’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
Q1 		– Sell
-5,488
Closed -$261K – 89
2022
Q4 		$261K Sell
5,488
-59
-1% -$2.88K 0.12% 102
2022
Q3 		$268K Buy
+5,547
New +$278K 0.13% 104

Other funds holding IAGG

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

MGO Private Wealth's IAGG Position: Q1 2023 in Review

MGO Private Wealth sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2023, closing a stake of 5,488 shares — an estimated $261K sold.

MGO Private Wealth first reported a position in IAGG in Q3 2022 and held it in 2 quarters. The position peaked at $268K in Q3 2022. 295 funds tracked by Wall St. Rank hold IAGG as of Q1 2023.

  • MGO Private Wealth reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 5,488 iShares Core International Aggregate Bond Fund shares in Q1 2023, an estimated $261K.
  • MGO Private Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's iShares Core International Aggregate Bond Fund position peaked at $268K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.