RTC
IAGG icon

Riverview Trust Company’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Riverview Trust Company’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
2023
Q4 		– Sell
-350
Closed -$17.1K – 339
2023
Q3 		$17.1K Hold
350
– – 0.02% 450
2023
Q2 		$17.3K Hold
350
– – 0.02% 429
2023
Q1 		$17.1K Hold
350
– – 0.02% 408
2022
Q4 		$17K Hold
350
– – 0.02% 374
2022
Q3 		$17K Hold
350
– – 0.02% 392
2022
Q2 		$17K Hold
350
– – 0.01% 437
2022
Q1 		$18K Hold
350
– – 0.01% 529
2021
Q4 		$19 Hold
350
– – 0.01% 206
2021
Q3 		$19K Buy
+350
New +$19.5K 0.02% 205

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Riverview Trust Company's IAGG Position: Q4 2023 in Review

Riverview Trust Company sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2023, closing a stake of 350 shares — an estimated $17.1K sold.

Riverview Trust Company first reported a position in IAGG in Q3 2021 and held it in 9 quarters. The position peaked at $19K in Q3 2021. 322 funds tracked by Wall St. Rank hold IAGG as of Q4 2023.

  • Riverview Trust Company reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Riverview Trust Company sold 350 iShares Core International Aggregate Bond Fund shares in Q4 2023, an estimated $17.1K.
  • Riverview Trust Company first reported a position in iShares Core International Aggregate Bond Fund in Q3 2021 and held it in 9 quarters.
  • Riverview Trust Company's iShares Core International Aggregate Bond Fund position peaked at $19K in Q3 2021.
  • 322 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.