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Petix & Botte Financial’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-49,280
Closed -$2.46M – 135
2024
Q1 		$2.46M Buy
+49,280
New +$2.44M 0.61% 47

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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Petix & Botte Financial's IAGG Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2024, closing a stake of 49,280 shares — an estimated $2.46M sold.

Petix & Botte Financial first reported a position in IAGG in Q1 2024 and held it in 1 quarter. The position peaked at $2.46M in Q1 2024. 352 funds tracked by Wall St. Rank hold IAGG as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 49,280 iShares Core International Aggregate Bond Fund shares in Q2 2024, an estimated $2.46M.
  • Petix & Botte Financial first reported a position in iShares Core International Aggregate Bond Fund in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares Core International Aggregate Bond Fund position peaked at $2.46M in Q1 2024.
  • 352 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.