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Balboa Wealth Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Balboa Wealth Partners’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
Q3 		– Sell
-8,093
Closed -$399K – 296
2023
Q2 		$399K Buy
8,093
+2,485
+44% +$122K 0.14% 131
2023
Q1 		$275K Buy
+5,608
New +$272K 0.1% 174

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MMI
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balboa Wealth Partners's IAGG Position: Q3 2023 in Review

Balboa Wealth Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023, closing a stake of 8,093 shares — an estimated $399K sold.

Balboa Wealth Partners first reported a position in IAGG in Q1 2023 and held it in 2 quarters. The position peaked at $399K in Q2 2023. 300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

  • Balboa Wealth Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 8,093 iShares Core International Aggregate Bond Fund shares in Q3 2023, an estimated $399K.
  • Balboa Wealth Partners first reported a position in iShares Core International Aggregate Bond Fund in Q1 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's iShares Core International Aggregate Bond Fund position peaked at $399K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.