MFC
IAGG icon

Morris Financial Concepts’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Morris Financial Concepts’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
-67
Closed -$3.34K – 169
2023
Q4 		$3.34K Buy
+67
New +$3.31K ﹤0.01% 152

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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morris Financial Concepts's IAGG Position: Q1 2024 in Review

Morris Financial Concepts sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2024, closing a stake of 67 shares — an estimated $3.34K sold.

Morris Financial Concepts first reported a position in IAGG in Q4 2023 and held it in 1 quarter. The position peaked at $3.34K in Q4 2023. 345 funds tracked by Wall St. Rank hold IAGG as of Q1 2024.

  • Morris Financial Concepts reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 67 iShares Core International Aggregate Bond Fund shares in Q1 2024, an estimated $3.34K.
  • Morris Financial Concepts first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and held it in 1 quarter.
  • Morris Financial Concepts's iShares Core International Aggregate Bond Fund position peaked at $3.34K in Q4 2023.
  • 345 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2024.

Based on Morris Financial Concepts's 13F filing for Q1 2024, filed 18 Apr 2024.