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Divergent Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Divergent Wealth Advisors’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
-18,890
Closed -$931K – 32
2023
Q2 		$931K Sell
18,890
-5,861
-24% -$287K 0.21% 17
2023
Q1 		$1.21M Sell
24,751
-1,429
-5% -$69.3K 0.28% 18
2022
Q4 		$1.24M Sell
26,180
-3,067
-10% -$150K 0.31% 16
2022
Q3 		$1.41M Sell
29,247
-1,137
-4% -$57K 0.38% 14
2022
Q2 		$1.51M Sell
30,384
-269,166
-90% -$13.6M 0.38% 13
2022
Q1 		$15.6M Buy
299,550
+8,365
+3% +$445K 3.24% 10
2021
Q4 		$15.9M Buy
291,185
+14,467
+5% +$797K 3.22% 9
2021
Q3 		$15.2M Buy
276,718
+9,641
+4% +$536K 3.39% 10
2021
Q2 		$14.7M Buy
267,077
+1,354
+0.5% +$74.3K 3.35% 9
2021
Q1 		$14.6M Buy
265,723
+30,036
+13% +$1.66M 3.44% 9
2020
Q4 		$13.2M Buy
235,687
+12,790
+6% +$715K 3.41% 9
2020
Q3 		$12.4M Buy
222,897
+2,388
+1% +$133K 3.35% 9
2020
Q2 		$12.3M Buy
220,509
+146,779
+199% +$8.11M 3.61% 11
2020
Q1 		$4.03M Sell
73,730
-193,694
-72% -$10.7M 1.43% 13
2019
Q4 		$14.7M Buy
267,424
+70,171
+36% +$3.87M 4.31% 9
2019
Q3 		$11M Sell
197,253
-58,698
-23% -$3.25M 3.41% 11
2019
Q2 		$13.9M Buy
255,951
+58,703
+30% +$3.14M 4.44% 9
2019
Q1 		$10.5M Buy
197,248
+66,301
+51% +$3.49M 3.51% 11
2018
Q4 		$6.84M Sell
130,947
-115,266
-47% -$6.01M 2.54% 11
2018
Q3 		$12.8M Buy
246,213
+58,921
+31% +$3.09M 4.4% 9
2018
Q2 		$9.87M Buy
187,292
+2,302
+1% +$121K 3.56% 11
2018
Q1 		$9.74M Sell
184,990
-29,675
-14% -$1.55M 3.65% 11
2017
Q4 		$11.2M Buy
+214,665
New +$11.2M 4.73% 9

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MG
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Divergent Wealth Advisors's IAGG Position: Q3 2023 in Review

Divergent Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023, closing a stake of 18,890 shares — an estimated $931K sold.

Divergent Wealth Advisors first reported a position in IAGG in Q4 2017 and held it in 23 quarters. The position peaked at $15.9M in Q4 2021. 300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

  • Divergent Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Divergent Wealth Advisors sold 18,890 iShares Core International Aggregate Bond Fund shares in Q3 2023, an estimated $931K.
  • Divergent Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2017 and held it in 23 quarters.
  • Divergent Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $15.9M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on Divergent Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.