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Napatree Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Napatree Capital’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 		$252K Buy
5,048
+131
+3% +$6.55K 0.14% 171
2024
Q4 		$245K Buy
4,917
+227
+5% +$11.7K 0.14% 160
2024
Q3 		$243K Sell
4,690
-156
-3% -$7.97K 0.17% 137
2024
Q2 		$242K Hold
4,846
– – 0.2% 117
2024
Q1 		$240K Buy
4,846
+277
+6% +$13.7K 0.23% 106
2023
Q4 		$228K Buy
+4,569
New +$226K 0.23% 111

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 $12.8B AUM 19.73% 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 $11.5B AUM 18.82% 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

Napatree Capital's IAGG Position: Q1 2025 in Review

Napatree Capital increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.7% in Q1 2025, buying an estimated $6.55K and bringing the position to 5,048 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #171.

Napatree Capital first reported a position in IAGG in Q4 2023 and has held it in 6 quarters since. 381 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • Napatree Capital held 5,048 shares of iShares Core International Aggregate Bond Fund worth $252K as of Q1 2025.
  • Napatree Capital bought 131 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $6.55K.
  • iShares Core International Aggregate Bond Fund made up 0.14% of Napatree Capital's portfolio in Q1 2025, its #171 holding.
  • Napatree Capital first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 6 quarters since.
  • 381 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.