Disciplined Investments’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-129	Closed	-$6.37K	–	760
2023 Q2	$6.37K	Hold	129	–	–	﹤0.01%	377
2023 Q1	$6.33K	Hold	129	–	–	﹤0.01%	397
2022 Q4	$6.15K	Buy	129 +3	+2%	+$147	﹤0.01%	373
2022 Q3	$6K	Hold	126	–	–	﹤0.01%	406
2022 Q2	$6K	Hold	126	–	–	﹤0.01%	423
2022 Q1	$7K	Hold	126	–	–	﹤0.01%	411
2021 Q4	$7K	Hold	126	–	–	﹤0.01%	373
2021 Q3	$7K	Hold	126	–	–	﹤0.01%	322
2021 Q2	$7K	Hold	126	–	–	﹤0.01%	318
2021 Q1	$7K	Hold	126	–	–	﹤0.01%	277
2020 Q4	$7K	Hold	126	–	–	﹤0.01%	246
2020 Q3	$7K	Hold	126	–	–	0.01%	280
2020 Q2	$7K	Buy	126 +29	+30%	+$1.6K	0.01%	295
2020 Q1	$5K	Hold	97	–	–	﹤0.01%	320
2019 Q4	$5K	Buy	+97	New	+$5.34K	﹤0.01%	338

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Disciplined Investments's IAGG Position: Q3 2023 in Review

Disciplined Investments sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023, closing a stake of 129 shares — an estimated $6.37K sold.

Disciplined Investments first reported a position in IAGG in Q4 2019 and held it in 15 quarters. The position peaked at $7K in Q1 2022. 300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

Disciplined Investments reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 129 iShares Core International Aggregate Bond Fund shares in Q3 2023, an estimated $6.37K.
Disciplined Investments first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 15 quarters.
Disciplined Investments's iShares Core International Aggregate Bond Fund position peaked at $7K in Q1 2022.
300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.