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Capital Wealth Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-6,213
Closed -$340K – 146
2020
Q1 		$340K Sell
6,213
-128
-2% -$7.08K 0.02% 154
2019
Q4 		$347K Buy
6,341
+8
+0.1% +$441 0.02% 138
2019
Q3 		$350K Buy
+6,333
New +$350K 0.02% 171

Other funds holding IAGG

BlackRock
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Capital Wealth Planning's IAGG Position: Q2 2020 in Review

Capital Wealth Planning sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2020, closing a stake of 6,213 shares — an estimated $340K sold.

Capital Wealth Planning first reported a position in IAGG in Q3 2019 and held it in 3 quarters. The position peaked at $350K in Q3 2019. 198 funds tracked by Wall St. Rank hold IAGG as of Q2 2020.

  • Capital Wealth Planning reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 6,213 iShares Core International Aggregate Bond Fund shares in Q2 2020, an estimated $340K.
  • Capital Wealth Planning first reported a position in iShares Core International Aggregate Bond Fund in Q3 2019 and held it in 3 quarters.
  • Capital Wealth Planning's iShares Core International Aggregate Bond Fund position peaked at $350K in Q3 2019.
  • 198 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.