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AWM Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

AWM Capital’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
2022
Q3 		– Sell
-5,479
Closed -$273K – 63
2022
Q2 		$273K Sell
5,479
-1,529
-22% -$77.4K 0.13% 48
2022
Q1 		$365K Sell
7,008
-712
-9% -$37.9K 0.22% 42
2021
Q4 		$421K Sell
7,720
-1,926
-20% -$106K 0.32% 39
2021
Q3 		$532K Buy
+9,646
New +$537K 0.4% 37

Other funds holding IAGG

BlackRock
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Agincourt Capital Management Richmond, Virginia $99.9M AUM 7.36% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

AWM Capital's IAGG Position: Q3 2022 in Review

AWM Capital sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2022, closing a stake of 5,479 shares — an estimated $273K sold.

AWM Capital first reported a position in IAGG in Q3 2021 and held it in 4 quarters. The position peaked at $532K in Q3 2021. 286 funds tracked by Wall St. Rank hold IAGG as of Q3 2022.

  • AWM Capital reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • AWM Capital sold 5,479 iShares Core International Aggregate Bond Fund shares in Q3 2022, an estimated $273K.
  • AWM Capital first reported a position in iShares Core International Aggregate Bond Fund in Q3 2021 and held it in 4 quarters.
  • AWM Capital's iShares Core International Aggregate Bond Fund position peaked at $532K in Q3 2021.
  • 286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2022.

Based on AWM Capital's 13F filing for Q3 2022, filed 29 Nov 2022.