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Portfolio Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Portfolio Solutions’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
2022
Q3 		$13.9M Buy
286,817
+92,770
+48% +$4.65M 1.75% 9
2022
Q2 		$9.66M Buy
+194,047
New +$9.82M 1.23% 10

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Agincourt Capital Management Richmond, Virginia $99.9M AUM 7.36% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Portfolio Solutions's IAGG Position: Q3 2022 in Review

Portfolio Solutions increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 48% in Q3 2022, buying an estimated $4.65M and bringing the position to 286,817 shares worth $13.9M. The position accounts for 1.75% of the portfolio, ranked #9.

Portfolio Solutions first reported a position in IAGG in Q2 2022 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold IAGG as of Q3 2022.

  • Portfolio Solutions held 286,817 shares of iShares Core International Aggregate Bond Fund worth $13.9M as of Q3 2022.
  • Portfolio Solutions bought 92,770 iShares Core International Aggregate Bond Fund shares in Q3 2022, an estimated $4.65M.
  • iShares Core International Aggregate Bond Fund made up 1.75% of Portfolio Solutions's portfolio in Q3 2022, its #9 holding.
  • Portfolio Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q2 2022 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.