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MilWealth Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

MilWealth Group’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
Q4 		– Sell
-163
Closed -$7.95K – 65
2023
Q3 		$7.95K Buy
+163
New +$8K ﹤0.01% 57
2022
Q3 		– Sell
-3,771
Closed -$188K – 65
2022
Q2 		$188K Sell
3,771
-9,682
-72% -$490K 0.08% 26
2022
Q1 		$701K Buy
+13,453
New +$716K 0.27% 20

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MilWealth Group's IAGG Position: Q4 2023 in Review

MilWealth Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2023, closing a stake of 163 shares — an estimated $7.95K sold.

MilWealth Group first reported a position in IAGG in Q1 2022 and held it in 3 quarters. The position peaked at $701K in Q1 2022. 322 funds tracked by Wall St. Rank hold IAGG as of Q4 2023.

  • MilWealth Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • MilWealth Group sold 163 iShares Core International Aggregate Bond Fund shares in Q4 2023, an estimated $7.95K.
  • MilWealth Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and held it in 3 quarters.
  • MilWealth Group's iShares Core International Aggregate Bond Fund position peaked at $701K in Q1 2022.
  • 322 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2023.

Based on MilWealth Group's 13F filing for Q4 2023, filed 26 Jan 2024.