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Crumly & Associates’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Crumly & Associates’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
2020
Q4 		– Sell
-54,956
Closed -$3.06M – 85
2020
Q3 		$3.06M Buy
54,956
+39,815
+263% +$2.22M 2.61% 14
2020
Q2 		$843K Buy
15,141
+1,457
+11% +$80.5K 0.79% 24
2020
Q1 		$748K Sell
13,684
-1,599
-10% -$88.5K 0.92% 23
2019
Q4 		$837K Buy
+15,283
New +$842K 0.87% 25

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Crumly & Associates's IAGG Position: Q4 2020 in Review

Crumly & Associates sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2020, closing a stake of 54,956 shares — an estimated $3.06M sold.

Crumly & Associates first reported a position in IAGG in Q4 2019 and held it in 4 quarters. The position peaked at $3.06M in Q3 2020. 239 funds tracked by Wall St. Rank hold IAGG as of Q4 2020.

  • Crumly & Associates reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Crumly & Associates sold 54,956 iShares Core International Aggregate Bond Fund shares in Q4 2020, an estimated $3.06M.
  • Crumly & Associates first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 4 quarters.
  • Crumly & Associates's iShares Core International Aggregate Bond Fund position peaked at $3.06M in Q3 2020.
  • 239 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2020.

Based on Crumly & Associates's 13F filing for Q4 2020, filed 25 Jan 2021.