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Transcendent Capital Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Transcendent Capital 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
2025
Q1 		– Sell
-2,169
Closed -$108K – 222
2024
Q4 		$108K Sell
2,169
-33
-1% -$1.7K 0.06% 136
2024
Q3 		$114K Buy
2,202
+531
+32% +$27.1K 0.06% 139
2024
Q2 		$83.4K Buy
1,671
+37
+2% +$1.84K 0.05% 148
2024
Q1 		$81.6K Hold
1,634
– – 0.05% 154
2023
Q4 		$81.4K Buy
+1,634
New +$80.7K 0.05% 113

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 $12.8B AUM 19.73% 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

Transcendent Capital Group's IAGG Position: Q1 2025 in Review

Transcendent Capital Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2025, closing a stake of 2,169 shares — an estimated $108K sold.

Transcendent Capital Group first reported a position in IAGG in Q4 2023 and held it in 5 quarters. The position peaked at $114K in Q3 2024. 380 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • Transcendent Capital Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 2,169 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $108K.
  • Transcendent Capital Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's iShares Core International Aggregate Bond Fund position peaked at $114K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.