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

Canal Capital 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
2019 Q4	–	Sell	-16,463	Closed	-$918K	–	120
2019 Q3	$918K	Buy	+16,463	New	+$911K	0.55%	55
2019 Q2	–	Sell	-9,177	Closed	-$491K	–	114
2019 Q1	$491K	Buy	+9,177	New	+$483K	0.31%	74
2018 Q2	–	Sell	-7,451	Closed	-$392K	–	127
2018 Q1	$392K	Buy	+7,451	New	+$388K	0.23%	96

Other funds holding IAGG

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

CSIA

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CAC

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Canal Capital Management's IAGG Position: Q4 2019 in Review

Canal Capital Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2019, closing a stake of 16,463 shares — an estimated $918K sold.

Canal Capital Management first reported a position in IAGG in Q1 2018 and held it in 3 quarters. The position peaked at $918K in Q3 2019. 211 funds tracked by Wall St. Rank hold IAGG as of Q4 2019.

Canal Capital Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
Canal Capital Management sold 16,463 iShares Core International Aggregate Bond Fund shares in Q4 2019, an estimated $918K.
Canal Capital Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and held it in 3 quarters.
Canal Capital Management's iShares Core International Aggregate Bond Fund position peaked at $918K in Q3 2019.
211 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2019.

Based on Canal Capital Management's 13F filing for Q4 2019, filed 21 Jan 2020.