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

Cornerstone 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 Q2	–	Sell	-11,568	Closed	-$603K	–	465
2022 Q1	$603K	Sell	11,568 -4,998	-30%	-$266K	0.06%	247
2021 Q4	$902K	Sell	16,566 -1,080	-6%	-$59.5K	0.09%	197
2021 Q3	$971K	Buy	+17,646	New	+$982K	0.1%	183
2020 Q1	–	Sell	-4,376	Closed	-$240K	–	361
2019 Q4	$240K	Sell	4,376 -189	-4%	-$10.4K	0.04%	303
2019 Q3	$255K	Sell	4,565 -509	-10%	-$28.2K	0.05%	289
2019 Q2	$275K	Buy	5,074 +2,181	+75%	+$117K	0.05%	292
2019 Q1	$207K	Buy	+2,893	New	+$152K	0.03%	477
2018 Q4	–	Sell	-140,472	Closed	-$2.72M	–	701
2018 Q3	$2.72M	Sell	140,472 -166,807	-54%	-$8.76M	0.03%	418
2018 Q2	$5.83M	Buy	307,279 +301,132	+4,899%	+$15.8M	0.07%	286
2018 Q1	$324K	Buy	6,147 +238	+4%	+$12.4K	0.06%	283
2017 Q4	$307K	Buy	+5,909	New	+$308K	0.06%	304
2016 Q1	$391K	Buy	+4,121	New	+$210K	0.3%	59

Other funds holding IAGG

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 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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Agincourt Capital Management Richmond, Virginia $99.9M AUM 7.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Cornerstone Wealth Management's IAGG Position: Q2 2022 in Review

Cornerstone Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2022, closing a stake of 11,568 shares — an estimated $603K sold.

Cornerstone Wealth Management first reported a position in IAGG in Q1 2016 and held it in 12 quarters. The position peaked at $5.83M in Q2 2018. 299 funds tracked by Wall St. Rank hold IAGG as of Q2 2022.

Cornerstone Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 11,568 iShares Core International Aggregate Bond Fund shares in Q2 2022, an estimated $603K.
Cornerstone Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2016 and held it in 12 quarters.
Cornerstone Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $5.83M in Q2 2018.
299 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2022.

Based on Cornerstone Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.