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PKS Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

PKS Advisory Services’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
-10,666
Closed -$532K – 260
2024
Q4 		$532K Buy
+10,666
New +$550K 0.13% 135

Other funds holding IAGG

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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 $10B AUM 15.14% 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

PKS Advisory Services's IAGG Position: Q1 2025 in Review

PKS Advisory Services sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2025, closing a stake of 10,666 shares — an estimated $532K sold.

PKS Advisory Services first reported a position in IAGG in Q4 2024 and held it in 1 quarter. The position peaked at $532K in Q4 2024. 380 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • PKS Advisory Services reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • PKS Advisory Services sold 10,666 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $532K.
  • PKS Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and held it in 1 quarter.
  • PKS Advisory Services's iShares Core International Aggregate Bond Fund position peaked at $532K in Q4 2024.
  • 380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on PKS Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.