Comprehensive Financial Consultants Institutional’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Comprehensive Financial Consultants Institutional’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	-60	Closed	-$3K	–	298
2021 Q4	$3K	Buy	+60	New	+$3.3K	﹤0.01%	415

Other funds holding IAGG

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MMI

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Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Comprehensive Financial Consultants Institutional's IAGG Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2022, closing a stake of 60 shares — an estimated $3K sold.

Comprehensive Financial Consultants Institutional first reported a position in IAGG in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 287 funds tracked by Wall St. Rank hold IAGG as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 60 iShares Core International Aggregate Bond Fund shares in Q1 2022, an estimated $3K.
Comprehensive Financial Consultants Institutional first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares Core International Aggregate Bond Fund position peaked at $3K in Q4 2021.
287 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.