Arcadia Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Arcadia Investment 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
2021 Q2	–	Sell	-500	Closed	-$27K	–	305
2021 Q1	$27K	Hold	500	–	–	0.01%	230
2020 Q4	$28K	Hold	500	–	–	0.01%	212
2020 Q3	$28K	Hold	500	–	–	0.01%	232
2020 Q2	$28K	Hold	500	–	–	0.01%	215
2020 Q1	$27K	Hold	500	–	–	0.01%	228
2019 Q4	$27K	Hold	500	–	–	0.01%	235
2019 Q3	$28K	Hold	500	–	–	0.01%	237
2019 Q2	$27K	Hold	500	–	–	0.01%	245
2019 Q1	$27K	Hold	500	–	–	0.01%	231
2018 Q4	$26K	Hold	500	–	–	0.01%	218
2018 Q3	$26K	Hold	500	–	–	0.01%	262
2018 Q2	$26K	Hold	500	–	–	0.01%	269
2018 Q1	$26K	Hold	500	–	–	0.01%	269
2017 Q4	$26K	Hold	500	–	–	0.01%	278
2017 Q3	$26K	Hold	500	–	–	0.01%	275
2017 Q2	$26K	Buy	+500	New	+$26K	0.01%	270

Other funds holding IAGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Arcadia Investment Management's IAGG Position: Q2 2021 in Review

Arcadia Investment Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2021, closing a stake of 500 shares — an estimated $27K sold.

Arcadia Investment Management first reported a position in IAGG in Q2 2017 and held it in 16 quarters. The position peaked at $28K in Q4 2020. 258 funds tracked by Wall St. Rank hold IAGG as of Q2 2021.

Arcadia Investment Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
Arcadia Investment Management sold 500 iShares Core International Aggregate Bond Fund shares in Q2 2021, an estimated $27K.
Arcadia Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2017 and held it in 16 quarters.
Arcadia Investment Management's iShares Core International Aggregate Bond Fund position peaked at $28K in Q4 2020.
258 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2021.

Based on Arcadia Investment Management's 13F filing for Q2 2021, filed 2 Aug 2021.