Evergreen Wealth Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Evergreen Wealth Solutions’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	-6,800	Closed	-$335K	–	108
2023 Q2	$335K	Buy	6,800 +2,262	+50%	+$111K	0.34%	73
2023 Q1	$222K	Buy	+4,538	New	+$220K	0.26%	92
2022 Q4	–	Sell	-6,695	Closed	-$324K	–	96
2022 Q3	$324K	Sell	6,695 -480	-7%	-$24.1K	0.46%	66
2022 Q2	$357K	Buy	7,175 +2,785	+63%	+$141K	0.44%	73
2022 Q1	$229K	Sell	4,390 -2,110	-32%	-$112K	0.22%	89
2021 Q4	$354K	Buy	+6,500	New	+$358K	0.32%	68

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

Evergreen Wealth Solutions's IAGG Position: Q3 2023 in Review

Evergreen Wealth Solutions sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023, closing a stake of 6,800 shares — an estimated $335K sold.

Evergreen Wealth Solutions first reported a position in IAGG in Q4 2021 and held it in 6 quarters. The position peaked at $357K in Q2 2022. 300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

Evergreen Wealth Solutions reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
Evergreen Wealth Solutions sold 6,800 iShares Core International Aggregate Bond Fund shares in Q3 2023, an estimated $335K.
Evergreen Wealth Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 6 quarters.
Evergreen Wealth Solutions's iShares Core International Aggregate Bond Fund position peaked at $357K in Q2 2022.
300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.