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

Canvas 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
2022 Q4	–	Sell	-4,145	Closed	-$201K	–	150
2022 Q3	$201K	Sell	4,145 -1,014	-20%	-$50.8K	0.09%	121
2022 Q2	$257K	Sell	5,159 -4,614	-47%	-$234K	0.1%	109
2022 Q1	$496K	Sell	9,773 -2,772	-22%	-$148K	0.18%	89
2021 Q4	$684K	Sell	12,545 -2,592	-17%	-$143K	0.25%	75
2021 Q3	$833K	Buy	15,137 +4,552	+43%	+$253K	0.34%	59
2021 Q2	$583K	Sell	10,585 -366	-3%	-$20.1K	0.26%	68
2021 Q1	$602K	Buy	+10,951	New	+$607K	0.35%	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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

NEWAS

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

Canvas Wealth Advisors's IAGG Position: Q4 2022 in Review

Canvas Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2022, closing a stake of 4,145 shares — an estimated $201K sold.

Canvas Wealth Advisors first reported a position in IAGG in Q1 2021 and held it in 7 quarters. The position peaked at $833K in Q3 2021. 315 funds tracked by Wall St. Rank hold IAGG as of Q4 2022.

Canvas Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
Canvas Wealth Advisors sold 4,145 iShares Core International Aggregate Bond Fund shares in Q4 2022, an estimated $201K.
Canvas Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2021 and held it in 7 quarters.
Canvas Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $833K in Q3 2021.
315 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2022.

Based on Canvas Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.