Retirement Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Retirement Group’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 Q1	$3.8K	Hold	76	–	–	﹤0.01%	596
2023 Q4	$3.79K	Hold	76	–	–	﹤0.01%	566
2023 Q3	$3.71K	Hold	76	–	–	﹤0.01%	514
2023 Q2	$3.75K	Hold	76	–	–	﹤0.01%	548
2023 Q1	$4K	Hold	76	–	–	﹤0.01%	514
2022 Q4	$4K	Hold	76	–	–	﹤0.01%	454
2022 Q3	$4K	Hold	76	–	–	﹤0.01%	348
2022 Q2	$4K	Hold	76	–	–	﹤0.01%	550
2022 Q1	$4K	Hold	76	–	–	﹤0.01%	566
2021 Q4	$4K	Hold	76	–	–	﹤0.01%	546
2021 Q3	$4K	Sell	76 -116	-60%	-$6.45K	﹤0.01%	470
2021 Q2	$11K	Hold	192	–	–	0.01%	392
2021 Q1	$11K	Hold	192	–	–	0.01%	459
2020 Q4	$10K	Sell	192 -23,236	-99%	-$1.3M	﹤0.01%	430
2020 Q3	$1.3M	Buy	23,428 +1,973	+9%	+$110K	0.73%	29
2020 Q2	$1.2M	Buy	+21,455	New	+$1.19M	0.74%	30
2019 Q4	$1.07M	Buy	+19,591	New	+$1.08M	0.7%	34

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Retirement Group's IAGG Position: Q1 2024 in Review

Retirement Group held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q1 2024 at 76 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Retirement Group first reported a position in IAGG in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.3M in Q3 2020. 345 funds tracked by Wall St. Rank hold IAGG as of Q1 2024.

Retirement Group held 76 shares of iShares Core International Aggregate Bond Fund worth $3.8K as of Q1 2024.
Retirement Group left its iShares Core International Aggregate Bond Fund share count unchanged in Q1 2024.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #596 holding.
Retirement Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Core International Aggregate Bond Fund position peaked at $1.3M in Q3 2020.
345 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.