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Financial Management Professionals’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Financial Management Professionals’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
Q2 		– Sell
-8,121
Closed -$398K – 1003
2023
Q1 		$398K Buy
8,121
+8,021
+8,021% +$389K 0.08% 79
2022
Q4 		$5K Buy
+100
New +$4.88K ﹤0.01% 629

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Financial Management Professionals's IAGG Position: Q2 2023 in Review

Financial Management Professionals sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2023, closing a stake of 8,121 shares — an estimated $398K sold.

Financial Management Professionals first reported a position in IAGG in Q4 2022 and held it in 2 quarters. The position peaked at $398K in Q1 2023. 312 funds tracked by Wall St. Rank hold IAGG as of Q2 2023.

  • Financial Management Professionals reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 8,121 iShares Core International Aggregate Bond Fund shares in Q2 2023, an estimated $398K.
  • Financial Management Professionals first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and held it in 2 quarters.
  • Financial Management Professionals's iShares Core International Aggregate Bond Fund position peaked at $398K in Q1 2023.
  • 312 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.