MAFA
IAGG icon

MJT & Associates Financial Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

MJT & Associates Financial Advisory’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
Q2 		– Sell
-4,130
Closed -$206K – 485
2025
Q1 		$206K Buy
+4,130
New +$206K 0.2% 44

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MJT & Associates Financial Advisory's IAGG Position: Q2 2025 in Review

MJT & Associates Financial Advisory sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025, closing a stake of 4,130 shares — an estimated $206K sold.

MJT & Associates Financial Advisory first reported a position in IAGG in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 553 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • MJT & Associates Financial Advisory reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 4,130 iShares Core International Aggregate Bond Fund shares in Q2 2025, an estimated $206K.
  • MJT & Associates Financial Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's iShares Core International Aggregate Bond Fund position peaked at $206K in Q1 2025.
  • 553 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2025, filed 16 Jul 2025.