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Spartan Planning & Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Spartan Planning & Wealth Management’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 		$2.24K Hold
45
– – ﹤0.01% 172
2023
Q3 		$2.19K Buy
+45
New +$2.21K ﹤0.01% 113
2022
Q4 		$1.28M Buy
27,004
+10,612
+65% +$518K 1.6% 11
2022
Q3 		$792K Buy
16,392
+1,224
+8% +$61.3K 1.04% 13
2022
Q2 		$756K Sell
15,168
-832
-5% -$42.1K 1.01% 11
2022
Q1 		$834K Buy
+16,000
New +$851K 1.04% 19

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

Spartan Planning & Wealth Management's IAGG Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q4 2023 at 45 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Spartan Planning & Wealth Management first reported a position in IAGG in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2022. 322 funds tracked by Wall St. Rank hold IAGG as of Q4 2023.

  • Spartan Planning & Wealth Management held 45 shares of iShares Core International Aggregate Bond Fund worth $2.24K as of Q4 2023.
  • Spartan Planning & Wealth Management left its iShares Core International Aggregate Bond Fund share count unchanged in Q4 2023.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #172 holding.
  • Spartan Planning & Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and has held it in 6 quarters since.
  • Spartan Planning & Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $1.28M in Q4 2022.
  • 322 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.