iShares Core International Aggregate Bond ETF offers global diversification via investment-grade, mostly sovereign bonds, with minimal credit risk and exposure to developed markets outside the US. The fund's low expense ratio and FX hedging reduce volatility, but hedging limits upside in a weak dollar environment, which is a drawback for 2025. IAGG outperformed AGG in recent years due to international rate differences, but future returns may be muted as some countries' yields rise.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 19,241 | $962,632.81 | $949,158.53 | -$13,474.28 | -1.4% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.81M | $91.76M | $89.28M | -$2.48M | -2.71% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 67,135 | $3.35M | $3.31M | -$41,834.05 | -1.25% |
| MM Mary McCraw ARKANSAS FINANCIAL GROUP Inc. | 115,540 | $6.09M | $5.7M | -$387,174.33 | -6.36% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 62,550 | $3.13M | $3.08M | -$54,737.3 | -1.75% |
| BATS Exchange | US Country |
The fund is designed to offer investors exposure to the global investment-grade bond market. By aiming to track the investment results of its underlying index, it focuses on maintaining a portfolio that reflects the performance of a diverse range of investment-grade bonds from around the world. This strategic approach enables the fund to provide a comprehensive global bond market experience, adapting to the evolving financial landscape to meet the investment needs of its clients. The commitment to invest at least 80% of its assets in the component securities of the index ensures that the fund remains closely aligned with the performance and risk profile of the global investment-grade bond market.
This product offers investors a pathway to participate in the global investment-grade bond market, capturing a wide spectrum of bond securities. By investing in a diversified portfolio that mirrors the composition of its underlying index, the fund provides exposure to a broad array of sectors and geographies, encompassing various government and corporate bonds that meet investment-grade standards. This diversification is crucial for managing risk and seeking consistent returns over time.