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Ishares Tr core intl aggr shares owned by Sovereign Financial Group

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Sovereign Financial Group from 13F filings

Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $525k 10k 51.23

More positions owned by Sovereign Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)

View all positions for Sovereign Financial Group

Top funds holding Ishares Tr core intl aggr

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

View all funds holding Ishares Tr core intl aggr