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Heritage Wealth Management (Arizona)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$20.4K Buy
430
+215
+100% +$10.5K ﹤0.01% 657
2022
Q3 		$10K Sell
215
-1,844
-90% -$92.4K ﹤0.01% 647
2022
Q2 		$103K Hold
2,059
– – 0.03% 330
2022
Q1 		$107K Buy
+2,059
New +$110K 0.03% 361
2021
Q3 		$27K Hold
490
– – 0.01% 520
2021
Q2 		$27K Sell
490
-180
-27% -$9.88K 0.01% 518
2021
Q1 		$37K Buy
+670
New +$37.1K 0.02% 422

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IAGG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 100% in Q4 2022, buying an estimated $10.5K and bringing the position to 430 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Heritage Wealth Management (Arizona) first reported a position in IAGG in Q1 2021 and has held it in 7 quarters since. The position peaked at $107K in Q1 2022. 315 funds tracked by Wall St. Rank hold IAGG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 430 shares of iShares Core International Aggregate Bond Fund worth $20.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 215 iShares Core International Aggregate Bond Fund shares in Q4 2022, an estimated $10.5K.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #657 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Core International Aggregate Bond Fund in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Core International Aggregate Bond Fund position peaked at $107K in Q1 2022.
  • 315 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.