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Ishares Tr core intl aggr shares owned by Peak Wealth Management

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

Historical chart of Peak Wealth 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 Peak Wealth 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 Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 54k 50.01

More positions owned by Peak Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Regeneron Pharmaceuticals (REGN)
Ishares Tr Us Treas Bd Etf (GOVT)
John Hancock Exchange Traded Mortgage Backed (JHMB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Peak Wealth Management

Top funds holding Ishares Tr core intl aggr

Envestnet Asset Management
Jpmorgan Chase & Co
BlackRock
Financial Engines Advisors L.L.C
Matson Money
LPL Financial
Nationwide Fund Advisors
Bnp Paribas Investment Partners
WealthNavi
Mather Group
Ameriprise Financial
Envestnet Portfolio Solutions
CWM
Jones Financial Companies, L.L
Cetera Investment Advisers

View all funds holding Ishares Tr core intl aggr