Hayden Royal’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Hayden Royal’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 Q4	$111K	Buy	+2,032	New	+$112K	0.26%	117
2021 Q3	–	Sell	-5,633	Closed	-$310K	–	134
2021 Q2	$310K	Sell	5,633 -4,000	-42%	-$220K	0.17%	139
2021 Q1	$528K	Buy	+9,633	New	+$534K	0.3%	80
2020 Q4	–	Sell	-68,446	Closed	-$3.81M	–	505
2020 Q3	$3.81M	Buy	68,446 +31,183	+84%	+$1.74M	2.03%	8
2020 Q2	$2.07M	Buy	37,263 +31,536	+551%	+$1.74M	1.17%	15
2020 Q1	$314K	Sell	5,727 -9,533	-62%	-$527K	0.18%	134
2019 Q4	$851K	Buy	15,260 +6,984	+84%	+$385K	0.43%	58
2019 Q3	$462K	Buy	8,276 +3,121	+61%	+$173K	0.41%	78
2019 Q2	$280K	Buy	5,155 +423	+9%	+$22.6K	0.3%	105
2019 Q1	$253K	Buy	+4,732	New	+$249K	0.33%	97

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

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

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

NEWAS

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

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

CAC

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Hayden Royal's IAGG Position: Q4 2021 in Review

Hayden Royal opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q4 2021: 2,032 shares worth $111K. The stake represents 0.26% of the portfolio and ranks #117 among its holdings. This is a return to the name: Hayden Royal previously reported a position in IAGG as recently as Q2 2021.

Hayden Royal first reported a position in IAGG in Q1 2019 and has held it in 10 quarters since. The position peaked at $3.81M in Q3 2020. 286 funds tracked by Wall St. Rank hold IAGG as of Q4 2021.

Hayden Royal held 2,032 shares of iShares Core International Aggregate Bond Fund worth $111K as of Q4 2021.
iShares Core International Aggregate Bond Fund was a new Hayden Royal position in Q4 2021.
iShares Core International Aggregate Bond Fund made up 0.26% of Hayden Royal's portfolio in Q4 2021, its #117 holding.
Hayden Royal first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and has held it in 10 quarters since.
Hayden Royal's iShares Core International Aggregate Bond Fund position peaked at $3.81M in Q3 2020.
286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.