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Peak Financial Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Peak Financial Management’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 		– Sell
-10,170
Closed -$508K – 102
2024
Q4 		$508K Buy
10,170
+1,000
+11% +$51.6K 0.15% 55
2024
Q3 		$475K Hold
9,170
– – 0.14% 58
2024
Q2 		$458K Buy
+9,170
New +$456K 0.14% 54
2022
Q3 		– Sell
-4,545
Closed -$226K – 68
2022
Q2 		$226K Buy
+4,545
New +$230K 0.09% 61
2022
Q1 		– Sell
-6,545
Closed -$357K – 78
2021
Q4 		$357K Buy
+6,545
New +$360K 0.12% 55

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

Peak Financial Management's IAGG Position: Q1 2025 in Review

Peak Financial Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2025, closing a stake of 10,170 shares — an estimated $508K sold.

Peak Financial Management first reported a position in IAGG in Q4 2021 and held it in 5 quarters. The position peaked at $508K in Q4 2024. 381 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • Peak Financial Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Peak Financial Management sold 10,170 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $508K.
  • Peak Financial Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 5 quarters.
  • Peak Financial Management's iShares Core International Aggregate Bond Fund position peaked at $508K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on Peak Financial Management's 13F filing for Q1 2025, filed 13 May 2025.