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IAGG icon

Cedar Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Cedar Wealth 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
2022
Q1 		– Sell
-15,485
Closed -$844K – 377
2021
Q4 		$844K Buy
15,485
+1,028
+7% +$56.6K 0.34% 57
2021
Q3 		$795K Sell
14,457
-61
-0.4% -$3.39K 0.35% 54
2021
Q2 		$800K Buy
14,518
+3,747
+35% +$206K 0.36% 54
2021
Q1 		$591K Buy
10,771
+1,250
+13% +$69.3K 0.29% 61
2020
Q4 		$535K Buy
9,521
+439
+5% +$24.5K 0.29% 56
2020
Q3 		$506K Sell
9,082
-263
-3% -$14.6K 0.31% 53
2020
Q2 		$520K Sell
9,345
-356
-4% -$19.7K 0.35% 46
2020
Q1 		$531K Sell
9,701
-350
-3% -$19.4K 0.36% 31
2019
Q4 		$551K Buy
10,051
+3,467
+53% +$191K 0.33% 39
2019
Q3 		$367K Buy
6,584
+2,528
+62% +$140K 0.25% 42
2019
Q2 		$221K Buy
4,056
+1,151
+40% +$61.6K 0.14% 54
2019
Q1 		$155K Buy
2,905
+2,820
+3,318% +$148K 0.1% 68
2018
Q4 		$4K Buy
85
+72
+554% +$3.75K ﹤0.01% 147
2018
Q3 		$1K Buy
+13
New +$683 ﹤0.01% 168

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Cedar Wealth Management's IAGG Position: Q1 2022 in Review

Cedar Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2022, closing a stake of 15,485 shares — an estimated $844K sold.

Cedar Wealth Management first reported a position in IAGG in Q3 2018 and held it in 14 quarters. The position peaked at $844K in Q4 2021. 287 funds tracked by Wall St. Rank hold IAGG as of Q1 2022.

  • Cedar Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Cedar Wealth Management sold 15,485 iShares Core International Aggregate Bond Fund shares in Q1 2022, an estimated $844K.
  • Cedar Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2018 and held it in 14 quarters.
  • Cedar Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $844K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2022.

Based on Cedar Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.