Bouchey Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bouchey Financial Group’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 Q4	–	Sell	-5,874	Closed	-$323K	–	94
2021 Q3	$323K	Sell	5,874 -59	-1%	-$3.28K	0.04%	70
2021 Q2	$327K	Sell	5,933 -3,631	-38%	-$199K	0.05%	59
2021 Q1	$525K	Buy	9,564 +941	+11%	+$52.1K	0.08%	43
2020 Q4	$485K	Buy	8,623 +1,229	+17%	+$68.7K	0.08%	43
2020 Q3	$412K	Buy	7,394 +2,080	+39%	+$116K	0.08%	44
2020 Q2	$296K	Sell	5,314 -979	-16%	-$54.1K	0.06%	50
2020 Q1	$344K	Buy	6,293 +1,074	+21%	+$59.4K	0.09%	44
2019 Q4	$286K	Buy	+5,219	New	+$288K	0.07%	62

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

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

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

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

NEWAS

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

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

CAC

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Bouchey Financial Group's IAGG Position: Q4 2021 in Review

Bouchey Financial Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2021, closing a stake of 5,874 shares — an estimated $323K sold.

Bouchey Financial Group first reported a position in IAGG in Q4 2019 and held it in 8 quarters. The position peaked at $525K in Q1 2021. 286 funds tracked by Wall St. Rank hold IAGG as of Q4 2021.

Bouchey Financial Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
Bouchey Financial Group sold 5,874 iShares Core International Aggregate Bond Fund shares in Q4 2021, an estimated $323K.
Bouchey Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 8 quarters.
Bouchey Financial Group's iShares Core International Aggregate Bond Fund position peaked at $525K in Q1 2021.
286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2021.

Based on Bouchey Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.