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Ogorek Anthony Joseph’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Ogorek Anthony Joseph’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
Q2 		– Sell
-841
Closed -$41K – 270
2023
Q1 		$41K Hold
841
– – 0.02% 110
2022
Q4 		$40K Sell
841
-70
-8% -$3.42K 0.02% 78
2022
Q3 		$44K Hold
911
– – 0.02% 73
2022
Q2 		$45K Sell
911
-314
-26% -$15.9K 0.02% 72
2022
Q1 		$63K Hold
1,225
– – 0.03% 70
2021
Q4 		$66K Buy
1,225
+3
+0.2% +$165 0.03% 72
2021
Q3 		$67K Hold
1,222
– – 0.03% 69
2021
Q2 		$67K Sell
1,222
-99
-7% -$5.44K 0.03% 68
2021
Q1 		$72K Sell
1,321
-134
-9% -$7.42K 0.04% 59
2020
Q4 		$81K Buy
1,455
+1
+0.1% +$56 0.04% 47
2020
Q3 		$80K Buy
1,454
+3
+0.2% +$167 0.05% 46
2020
Q2 		$80K Buy
1,451
+3
+0.2% +$166 0.06% 37
2020
Q1 		$79K Sell
1,448
-1,833
-56% -$101K 0.04% 36
2019
Q4 		$179K Sell
3,281
-2,383
-42% -$131K 0.09% 29
2019
Q3 		$316K Buy
5,664
+201
+4% +$11.1K 0.19% 20
2019
Q2 		$297K Buy
+5,463
New +$292K 0.2% 21

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Ogorek Anthony Joseph's IAGG Position: Q2 2023 in Review

Ogorek Anthony Joseph sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2023, closing a stake of 841 shares — an estimated $41K sold.

Ogorek Anthony Joseph first reported a position in IAGG in Q2 2019 and held it in 16 quarters. The position peaked at $316K in Q3 2019. 312 funds tracked by Wall St. Rank hold IAGG as of Q2 2023.

  • Ogorek Anthony Joseph reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 841 iShares Core International Aggregate Bond Fund shares in Q2 2023, an estimated $41K.
  • Ogorek Anthony Joseph first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and held it in 16 quarters.
  • Ogorek Anthony Joseph's iShares Core International Aggregate Bond Fund position peaked at $316K in Q3 2019.
  • 312 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2023.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2023, filed 3 Aug 2023.