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

FormulaFolio 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
2021 Q2	$23K	Hold	418	–	–	0.01%	181
2021 Q1	$23K	Buy	+418	New	+$23.2K	0.01%	180
2019 Q4	–	Sell	-75,061	Closed	-$4.19M	–	373
2019 Q3	$4.19M	Buy	75,061 +27,485	+58%	+$1.52M	0.16%	77
2019 Q2	$2.59M	Buy	47,576 +18,171	+62%	+$972K	0.11%	81
2019 Q1	$1.57M	Buy	29,405 +4,051	+16%	+$213K	0.07%	104
2018 Q4	$1.32M	Hold	25,354	–	–	0.06%	109
2018 Q3	$1.32M	Sell	25,354 -13,625	-35%	-$715K	0.06%	109
2018 Q2	$2.05M	Buy	+38,979	New	+$2.05M	0.1%	76

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

FormulaFolio Investments's IAGG Position: Q2 2021 in Review

FormulaFolio Investments held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2021 at 418 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #181.

FormulaFolio Investments first reported a position in IAGG in Q2 2018 and has held it in 8 quarters since. The position peaked at $4.19M in Q3 2019. 258 funds tracked by Wall St. Rank hold IAGG as of Q2 2021.

FormulaFolio Investments held 418 shares of iShares Core International Aggregate Bond Fund worth $23K as of Q2 2021.
FormulaFolio Investments left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2021.
iShares Core International Aggregate Bond Fund made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #181 holding.
FormulaFolio Investments first reported a position in iShares Core International Aggregate Bond Fund in Q2 2018 and has held it in 8 quarters since.
FormulaFolio Investments's iShares Core International Aggregate Bond Fund position peaked at $4.19M in Q3 2019.
258 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.