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Ishares Tr core intl aggr shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.7M 174k 50.04

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Ishares Tr core intl aggr

Envestnet Asset Management
BlackRock
Financial Engines Advisors L.L.C
LPL Financial
Matson Money
TIAA Wealth Investment Management
WealthNavi
Nationwide Fund Advisors
Jones Financial Companies, L.L
Bnp Paribas Investment Partners
Bank of America Corporation
Morgan Stanley
Henderson Group
Mather Group
Envestnet Portfolio Solutions

View all funds holding Ishares Tr core intl aggr