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Activest Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Activest Wealth Management’s Portfolio IAGG Stock Details IAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-625
Closed -$29.7K – 417
2022
Q4 		$29.7K Hold
625
– – 0.01% 219
2022
Q3 		$30K Buy
+625
New +$31.3K 0.01% 214

Other funds holding IAGG

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Activest Wealth Management's IAGG Position: Q1 2023 in Review

Activest Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2023, closing a stake of 625 shares — an estimated $29.7K sold.

Activest Wealth Management first reported a position in IAGG in Q3 2022 and held it in 2 quarters. The position peaked at $30K in Q3 2022. 295 funds tracked by Wall St. Rank hold IAGG as of Q1 2023.

  • Activest Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 625 iShares Core International Aggregate Bond Fund shares in Q1 2023, an estimated $29.7K.
  • Activest Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $30K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.