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Contravisory Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Contravisory Investment 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
-725
Closed -$40K – 359
2021
Q4 		$40K Buy
+725
New +$39.9K 0.01% 229

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Commonwealth Equity Services
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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

Contravisory Investment Management's IAGG Position: Q1 2022 in Review

Contravisory Investment Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2022, closing a stake of 725 shares — an estimated $40K sold.

Contravisory Investment Management first reported a position in IAGG in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 287 funds tracked by Wall St. Rank hold IAGG as of Q1 2022.

  • Contravisory Investment Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Contravisory Investment Management sold 725 iShares Core International Aggregate Bond Fund shares in Q1 2022, an estimated $40K.
  • Contravisory Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 1 quarter.
  • Contravisory Investment Management's iShares Core International Aggregate Bond Fund position peaked at $40K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2022.

Based on Contravisory Investment Management's 13F filing for Q1 2022, filed 8 Apr 2022.