Insight Wealth Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Insight Wealth Partners’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 Q3	–	Sell	-4,128	Closed	-$203K	–	71
2023 Q2	$203K	Sell	4,128 -874	-17%	-$42.9K	0.05%	71
2023 Q1	$245K	Sell	5,002 -5	-0.1%	-$242	0.05%	54
2022 Q4	$238K	Sell	5,007 -4	-0.1%	-$195	0.18%	51
2022 Q3	$242K	Sell	5,011 -6	-0.1%	-$301	0.23%	52
2022 Q2	$250K	Sell	5,017 -2,024	-29%	-$102K	0.19%	50
2022 Q1	$367K	Sell	7,041 -119	-2%	-$6.33K	0.2%	48
2021 Q4	$390K	Buy	7,160 +266	+4%	+$14.7K	0.07%	56
2021 Q3	$379K	Sell	6,894 -1,008	-13%	-$56.1K	0.2%	44
2021 Q2	$435K	Buy	7,902 +32	+0.4%	+$1.76K	0.23%	40
2021 Q1	$432K	Sell	7,870 -22,402	-74%	-$1.24M	0.21%	38
2020 Q4	$1.7M	Sell	30,272 -20,177	-40%	-$1.13M	1.04%	19
2020 Q3	$2.81M	Buy	50,449 +1,765	+4%	+$98.3K	2.68%	14
2020 Q2	$2.71M	Buy	48,684 +303	+0.6%	+$16.7K	2.78%	10
2020 Q1	$2.65M	Buy	48,381 +20,466	+73%	+$1.13M	3.45%	9
2019 Q4	$1.53M	Buy	+27,915	New	+$1.54M	1.52%	12

Other funds holding IAGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return

Insight Wealth Partners's IAGG Position: Q3 2023 in Review

Insight Wealth Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023, closing a stake of 4,128 shares — an estimated $203K sold.

Insight Wealth Partners first reported a position in IAGG in Q4 2019 and held it in 15 quarters. The position peaked at $2.81M in Q3 2020. 300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

Insight Wealth Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
Insight Wealth Partners sold 4,128 iShares Core International Aggregate Bond Fund shares in Q3 2023, an estimated $203K.
Insight Wealth Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 15 quarters.
Insight Wealth Partners's iShares Core International Aggregate Bond Fund position peaked at $2.81M in Q3 2020.
300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on Insight Wealth Partners's 13F filing for Q3 2023, filed 30 Oct 2023.