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Benchmark Financial Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Benchmark Financial Wealth Advisors’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
-4,434
Closed -$243K – 69
2021
Q1 		$243K Hold
4,434
– – 0.13% 49
2020
Q4 		$249K Hold
4,434
– – 0.14% 56
2020
Q3 		$247K Buy
+4,434
New +$247K 0.16% 50

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Ameriprise
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NEWAS
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AF
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAC
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UCFA
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Benchmark Financial Wealth Advisors's IAGG Position: Q2 2021 in Review

Benchmark Financial Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2021, closing a stake of 4,434 shares — an estimated $243K sold.

Benchmark Financial Wealth Advisors first reported a position in IAGG in Q3 2020 and held it in 3 quarters. The position peaked at $249K in Q4 2020. 258 funds tracked by Wall St. Rank hold IAGG as of Q2 2021.

  • Benchmark Financial Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 4,434 iShares Core International Aggregate Bond Fund shares in Q2 2021, an estimated $243K.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and held it in 3 quarters.
  • Benchmark Financial Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $249K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2021.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2021, filed 26 Jul 2021.