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

Atlas Private 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
2021 Q2	–	Sell	-3,365	Closed	-$185K	–	224
2021 Q1	$185K	Sell	3,365 -882	-21%	-$48.9K	0.12%	121
2020 Q4	$239K	Buy	4,247 +121	+3%	+$6.76K	0.17%	107
2020 Q3	$230K	Buy	4,126 +110	+3%	+$6.12K	0.18%	102
2020 Q2	$224K	Sell	4,016 -342	-8%	-$18.9K	0.18%	102
2020 Q1	$238K	Buy	4,358 +280	+7%	+$15.5K	0.22%	95
2019 Q4	$223K	Buy	+4,078	New	+$225K	0.17%	118

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

Atlas Private Wealth Management's IAGG Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2021, closing a stake of 3,365 shares — an estimated $185K sold.

Atlas Private Wealth Management first reported a position in IAGG in Q4 2019 and held it in 6 quarters. The position peaked at $239K in Q4 2020. 258 funds tracked by Wall St. Rank hold IAGG as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 3,365 iShares Core International Aggregate Bond Fund shares in Q2 2021, an estimated $185K.
Atlas Private Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $239K in Q4 2020.
258 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.