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US Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

US Financial Advisors’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 		$1.72M Buy
34,343
+1,122
+3% +$56.1K 0.51% 33
2024
Q4 		$1.66M Sell
33,221
-94
-0.3% -$4.85K 0.51% 32
2024
Q3 		$1.73M Sell
33,315
-206
-0.6% -$10.5K 0.54% 32
2024
Q2 		$1.67M Buy
33,521
+2,881
+9% +$143K 0.56% 32
2024
Q1 		$1.53M Buy
30,640
+543
+2% +$26.9K 0.53% 36
2023
Q4 		$1.5M Buy
30,097
+610
+2% +$30.1K 0.56% 32
2023
Q3 		$1.44M Buy
+29,487
New +$1.45M 0.6% 33

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 $11.5B AUM 18.82% 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

US Financial Advisors's IAGG Position: Q1 2025 in Review

US Financial Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 3.4% in Q1 2025, buying an estimated $56.1K and bringing the position to 34,343 shares worth $1.72M. The position accounts for 0.51% of the portfolio, ranked #33.

US Financial Advisors first reported a position in IAGG in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.73M in Q3 2024. 381 funds tracked by Wall St. Rank hold IAGG as of Q1 2025.

  • US Financial Advisors held 34,343 shares of iShares Core International Aggregate Bond Fund worth $1.72M as of Q1 2025.
  • US Financial Advisors bought 1,122 iShares Core International Aggregate Bond Fund shares in Q1 2025, an estimated $56.1K.
  • iShares Core International Aggregate Bond Fund made up 0.51% of US Financial Advisors's portfolio in Q1 2025, its #33 holding.
  • US Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q3 2023 and has held it in 7 quarters since.
  • US Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.73M in Q3 2024.
  • 381 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.