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

Wipfli 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
2022
Q3 		$3K Buy
+56
New +$2.81K ﹤0.01% 2212

Other funds holding IAGG

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MMI
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Agincourt Capital Management Richmond, Virginia $99.9M AUM 7.36% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Wipfli Financial Advisors's IAGG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q3 2022: 56 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2212 among its holdings.

286 funds tracked by Wall St. Rank hold IAGG as of Q3 2022.

  • Wipfli Financial Advisors held 56 shares of iShares Core International Aggregate Bond Fund worth $3K as of Q3 2022.
  • iShares Core International Aggregate Bond Fund was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2212 holding.
  • 286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.