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

Summit Financial 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	$250K	Hold	5,000	–	–	0.09%	174
2023 Q4	$249K	Hold	5,000	–	–	0.1%	169
2023 Q3	$244K	Hold	5,000	–	–	0.1%	168
2023 Q2	$246K	Hold	5,000	–	–	0.1%	167
2023 Q1	$245K	Hold	5,000	–	–	0.09%	172
2022 Q4	$238K	Hold	5,000	–	–	0.09%	177
2022 Q3	$242K	Hold	5,000	–	–	0.1%	168
2022 Q2	$249K	Hold	5,000	–	–	0.1%	176
2022 Q1	$261K	Hold	5,000	–	–	0.09%	179
2021 Q4	$273K	Hold	5,000	–	–	0.09%	189
2021 Q3	$275K	Hold	5,000	–	–	0.1%	180
2021 Q2	$276K	Hold	5,000	–	–	0.1%	171
2021 Q1	$274K	Hold	5,000	–	–	0.11%	158
2020 Q4	$281K	Hold	5,000	–	–	0.12%	134
2020 Q3	$278K	Hold	5,000	–	–	0.14%	125
2020 Q2	$278K	Hold	5,000	–	–	0.14%	118
2020 Q1	$273K	Sell	5,000 -2,500	-33%	-$138K	0.16%	106
2019 Q4	$411K	Hold	7,500	–	–	0.2%	97
2019 Q3	$418K	Hold	7,500	–	–	0.21%	99
2019 Q2	$409K	Buy	+7,500	New	+$401K	0.18%	109
2019 Q1	–	Sell	-7,500	Closed	-$392K	–	112
2018 Q4	$392K	Hold	7,500	–	–	0.33%	76
2018 Q3	$392K	Hold	7,500	–	–	0.29%	80
2018 Q2	$395K	Hold	7,500	–	–	0.31%	81
2018 Q1	$395K	Hold	7,500	–	–	0.31%	84
2017 Q4	$390K	Hold	7,500	–	–	0.32%	79
2017 Q3	$388K	Hold	7,500	–	–	0.32%	77
2017 Q2	$389K	Buy	+7,500	New	+$390K	0.34%	77

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 $299B AUM 28.69% 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

Summit Financial Group's IAGG Position: Q1 2024 in Review

Summit Financial Group held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q1 2024 at 5,000 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #174.

Summit Financial Group first reported a position in IAGG in Q2 2017 and has held it in 27 quarters since. The position peaked at $418K in Q3 2019. 345 funds tracked by Wall St. Rank hold IAGG as of Q1 2024.

Summit Financial Group held 5,000 shares of iShares Core International Aggregate Bond Fund worth $250K as of Q1 2024.
Summit Financial Group left its iShares Core International Aggregate Bond Fund share count unchanged in Q1 2024.
iShares Core International Aggregate Bond Fund made up 0.09% of Summit Financial Group's portfolio in Q1 2024, its #174 holding.
Summit Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2017 and has held it in 27 quarters since.
Summit Financial Group's iShares Core International Aggregate Bond Fund position peaked at $418K in Q3 2019.
345 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.