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Spectrum Wealth Counsel’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Spectrum Wealth Counsel’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 		$308K Hold
6,152
– – 0.04% 104
2024
Q4 		$307K Buy
6,152
+449
+8% +$23.2K 0.04% 105
2024
Q3 		$296K Hold
5,703
– – 0.03% 108
2024
Q2 		$285K Hold
5,703
– – 0.04% 113
2024
Q1 		$285K Hold
5,703
– – 0.03% 125
2023
Q4 		$284K Buy
+5,703
New +$282K 0.04% 122

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 $11.5B AUM 18.72% 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

Spectrum Wealth Counsel's IAGG Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q1 2025 at 6,152 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #104.

Spectrum Wealth Counsel first reported a position in IAGG in Q4 2023 and has held it in 6 quarters since. 380 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • Spectrum Wealth Counsel held 6,152 shares of iShares Core International Aggregate Bond Fund worth $308K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares Core International Aggregate Bond Fund share count unchanged in Q1 2025.
  • iShares Core International Aggregate Bond Fund made up 0.04% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #104 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 6 quarters since.
  • 380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.