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Global Wealth Management Investment Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q2 		– Sell
-115
Closed -$6K – 634
2020
Q1 		$6K Buy
+115
New +$6.36K ﹤0.01% 396

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Global Wealth Management Investment Advisory's IAGG Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2020, closing a stake of 115 shares — an estimated $6K sold.

Global Wealth Management Investment Advisory first reported a position in IAGG in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 198 funds tracked by Wall St. Rank hold IAGG as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 115 iShares Core International Aggregate Bond Fund shares in Q2 2020, an estimated $6K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's iShares Core International Aggregate Bond Fund position peaked at $6K in Q1 2020.
  • 198 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.