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Ishares Tr core intl aggr shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core intl aggr by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 56k 49.92
2024-03-31 $2.4M 49k 49.95

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding Ishares Tr core intl aggr

BlackRock
Matson Money
Jpmorgan Chase & Co
Bnp Paribas Investment Partners
Mather Group
SageView Advisory Group
Mirae Asset Global Investments
Commonwealth Equity Services
Bank of America Corporation
Henderson Group
N.E.W. Advisory Services
Envestnet Asset Management
LPL Financial
Prime Capital Investment Advisors
GeoWealth Management

View all funds holding Ishares Tr core intl aggr