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Ridgewood Investments’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Ridgewood Investments’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
-600
Closed -$30K – 708
2024
Q4 		$30K Hold
600
– – 0.01% 383
2024
Q3 		$31.1K Hold
600
– – 0.02% 379
2024
Q2 		$30K Buy
+600
New +$29.8K 0.02% 398
2023
Q3 		– Sell
-600
Closed -$29.6K – 441
2023
Q2 		$29.6K Buy
600
+300
+100% +$14.7K 0.02% 404
2023
Q1 		$14.7K Buy
+300
New +$14.5K 0.01% 483

Other funds holding IAGG

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

Ridgewood Investments's IAGG Position: Q1 2025 in Review

Ridgewood Investments sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2025, closing a stake of 600 shares — an estimated $30K sold.

Ridgewood Investments first reported a position in IAGG in Q1 2023 and held it in 5 quarters. The position peaked at $31.1K in Q3 2024. 380 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • Ridgewood Investments reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 600 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $30K.
  • Ridgewood Investments first reported a position in iShares Core International Aggregate Bond Fund in Q1 2023 and held it in 5 quarters.
  • Ridgewood Investments's iShares Core International Aggregate Bond Fund position peaked at $31.1K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.