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Cedar Brook Financial Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-4,715
Closed -$236K – 191
2024
Q1 		$236K Sell
4,715
-812
-15% -$40.2K 0.05% 375
2023
Q4 		$274K Buy
5,527
+5
+0.1% +$247 0.06% 316
2023
Q3 		$269K Buy
5,522
+185
+3% +$9.08K 0.07% 279
2023
Q2 		$263K Sell
5,337
-152
-3% -$7.45K 0.06% 309
2023
Q1 		$269K Buy
5,489
+172
+3% +$8.34K 0.07% 286
2022
Q4 		$253K Sell
5,317
-243
-4% -$11.9K 0.07% 289
2022
Q3 		$269K Sell
5,560
-87
-2% -$4.36K 0.09% 259
2022
Q2 		$281K Sell
5,647
-2,382
-30% -$121K 0.09% 251
2022
Q1 		$419K Buy
8,029
+1,140
+17% +$60.7K 0.11% 206
2021
Q4 		$376K Buy
6,889
+1,434
+26% +$79K 0.1% 228
2021
Q3 		$300K Buy
5,455
+1,382
+34% +$76.9K 0.09% 248
2021
Q2 		$224K Buy
+4,073
New +$224K 0.06% 335

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MMI
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JP Morgan Chase
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cedar Brook Financial Partners's IAGG Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2024, closing a stake of 4,715 shares — an estimated $236K sold.

Cedar Brook Financial Partners first reported a position in IAGG in Q2 2021 and held it in 12 quarters. The position peaked at $419K in Q1 2022. 352 funds tracked by Wall St. Rank hold IAGG as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,715 iShares Core International Aggregate Bond Fund shares in Q2 2024, an estimated $236K.
  • Cedar Brook Financial Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2021 and held it in 12 quarters.
  • Cedar Brook Financial Partners's iShares Core International Aggregate Bond Fund position peaked at $419K in Q1 2022.
  • 352 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.