ZIMP
IAGG icon

Zimmermann Investment Management & Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-90,601
Closed -$4.69M – 53
2024
Q3 		$4.69M Sell
90,601
-2,661
-3% -$136K 1.44% 22
2024
Q2 		$4.66M Buy
93,262
+7,134
+8% +$355K 1.56% 23
2024
Q1 		$4.3M Buy
86,128
+7,896
+10% +$391K 1.55% 22
2023
Q4 		$3.9M Buy
78,232
+3,322
+4% +$164K 1.59% 23
2023
Q3 		$3.65M Buy
74,910
+56,912
+316% +$2.79M 1.75% 22
2023
Q2 		$887K Buy
+17,998
New +$882K 0.41% 45

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zimmermann Investment Management & Planning's IAGG Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2024, closing a stake of 90,601 shares — an estimated $4.69M sold.

Zimmermann Investment Management & Planning first reported a position in IAGG in Q2 2023 and held it in 6 quarters. The position peaked at $4.69M in Q3 2024. 388 funds tracked by Wall St. Rank hold IAGG as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 90,601 iShares Core International Aggregate Bond Fund shares in Q4 2024, an estimated $4.69M.
  • Zimmermann Investment Management & Planning first reported a position in iShares Core International Aggregate Bond Fund in Q2 2023 and held it in 6 quarters.
  • Zimmermann Investment Management & Planning's iShares Core International Aggregate Bond Fund position peaked at $4.69M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.