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CX Institutional’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

CX 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
Q3 		– Sell
-25
Closed -$1K – 774
2022
Q2 		$1K Buy
+25
New +$1.26K ﹤0.01% 1144
2021
Q4 		– Sell
-25
Closed -$1K – 602
2021
Q3 		$1K Sell
25
-125
-83% -$6.96K ﹤0.01% 939
2021
Q2 		$8K Sell
150
-1,520
-91% -$83.5K ﹤0.01% 846
2021
Q1 		$92K Sell
1,670
-4,742
-74% -$263K 0.01% 392
2020
Q4 		$360K Sell
6,412
-1,363
-18% -$76.2K 0.03% 253
2020
Q3 		$433K Sell
7,775
-358
-4% -$19.9K 0.05% 212
2020
Q2 		$453K Buy
8,133
+529
+7% +$29.2K 0.06% 202
2020
Q1 		$416K Buy
7,604
+1,549
+26% +$85.7K 0.07% 188
2019
Q4 		$332K Sell
6,055
-699
-10% -$38.5K 0.06% 172
2019
Q3 		$377K Buy
6,754
+658
+11% +$36.4K 0.06% 178
2019
Q2 		$332K Buy
6,096
+651
+12% +$34.8K 0.05% 184
2019
Q1 		$291K Buy
5,445
+501
+10% +$26.4K 0.05% 181
2018
Q4 		$258K Buy
4,944
+517
+12% +$26.9K 0.05% 155
2018
Q3 		$231K Buy
4,427
+1,245
+39% +$65.4K 0.08% 115
2018
Q2 		$168K Buy
+3,182
New +$167K 0.06% 120

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 $67.7B AUM 51.91% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Agincourt Capital Management Richmond, Virginia $99.9M AUM 7.36% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

CX Institutional's IAGG Position: Q3 2022 in Review

CX Institutional sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

CX Institutional first reported a position in IAGG in Q2 2018 and held it in 15 quarters. The position peaked at $453K in Q2 2020. 286 funds tracked by Wall St. Rank hold IAGG as of Q3 2022.

  • CX Institutional reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 25 iShares Core International Aggregate Bond Fund shares in Q3 2022, an estimated $1K.
  • CX Institutional first reported a position in iShares Core International Aggregate Bond Fund in Q2 2018 and held it in 15 quarters.
  • CX Institutional's iShares Core International Aggregate Bond Fund position peaked at $453K in Q2 2020.
  • 286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.