Prospera Financial Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Prospera Financial 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
2024 Q2	–	Sell	-4,166	Closed	-$208K	–	1161
2024 Q1	$208K	Buy	+4,166	New	+$206K	0.01%	1026
2022 Q3	–	Sell	-549	Closed	-$27K	–	1184
2022 Q2	$27K	Hold	549	–	–	﹤0.01%	1149
2022 Q1	$29K	Buy	+549	New	+$29.2K	﹤0.01%	1590
2020 Q4	–	Sell	-62	Closed	-$3K	–	1074
2020 Q3	$3K	Buy	+62	New	+$3.45K	﹤0.01%	1385

Other funds holding IAGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Prospera Financial Services's IAGG Position: Q2 2024 in Review

Prospera Financial Services sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2024, closing a stake of 4,166 shares — an estimated $208K sold.

Prospera Financial Services first reported a position in IAGG in Q3 2020 and held it in 4 quarters. The position peaked at $208K in Q1 2024. 352 funds tracked by Wall St. Rank hold IAGG as of Q2 2024.

Prospera Financial Services reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
Prospera Financial Services sold 4,166 iShares Core International Aggregate Bond Fund shares in Q2 2024, an estimated $208K.
Prospera Financial Services first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and held it in 4 quarters.
Prospera Financial Services's iShares Core International Aggregate Bond Fund position peaked at $208K in Q1 2024.
352 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.