TH
IAGG icon

TCTC Holdings’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

TCTC Holdings’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
-503
Closed -$24.5K – 513
2023
Q3 		$24.5K Buy
+503
New +$24.7K ﹤0.01% 310

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

TCTC Holdings's IAGG Position: Q4 2023 in Review

TCTC Holdings sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2023, closing a stake of 503 shares — an estimated $24.5K sold.

TCTC Holdings first reported a position in IAGG in Q3 2023 and held it in 1 quarter. The position peaked at $24.5K in Q3 2023. 322 funds tracked by Wall St. Rank hold IAGG as of Q4 2023.

  • TCTC Holdings reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • TCTC Holdings sold 503 iShares Core International Aggregate Bond Fund shares in Q4 2023, an estimated $24.5K.
  • TCTC Holdings first reported a position in iShares Core International Aggregate Bond Fund in Q3 2023 and held it in 1 quarter.
  • TCTC Holdings's iShares Core International Aggregate Bond Fund position peaked at $24.5K in Q3 2023.
  • 322 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2023.

Based on TCTC Holdings's 13F filing for Q4 2023, filed 9 Feb 2024.