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. | 85,342 | $4.33M | $4.26M | -$66,319.69 | -1.53% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 45,069 | $2.27M | $2.25M | -$14,356.02 | -0.63% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 46,622 | $2.33M | $2.33M | -$2,710.21 | -0.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 77,070 | $3.87M | $3.85M | -$26,643.21 | -0.69% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 8,453 | $444,347.75 | $421,889.23 | -$22,458.52 | -5.05% |
| 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.