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Janiczek Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Janiczek Wealth Management’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
Q3 		– Sell
-22
Closed -$1K – 679
2020
Q2 		$1K Hold
22
– – ﹤0.01% 337
2020
Q1 		$1K Hold
22
– – ﹤0.01% 142
2019
Q4 		$1K Sell
22
-19
-46% -$1.05K ﹤0.01% 144
2019
Q3 		$2K Hold
41
– – ﹤0.01% 138
2019
Q2 		$2K Hold
41
– – ﹤0.01% 165
2019
Q1 		$2K Buy
41
+1
+3% +$53 ﹤0.01% 140
2018
Q4 		$2K Hold
40
– – ﹤0.01% 139
2018
Q3 		$2K Buy
40
+1
+3% +$53 ﹤0.01% 125
2018
Q2 		$2K Buy
+39
New +$2.05K ﹤0.01% 129

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Janiczek Wealth Management's IAGG Position: Q3 2020 in Review

Janiczek Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2020, closing a stake of 22 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in IAGG in Q2 2018 and held it in 9 quarters. The position peaked at $2K in Q3 2019. 208 funds tracked by Wall St. Rank hold IAGG as of Q3 2020.

  • Janiczek Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2020 after selling out during the quarter.
  • Janiczek Wealth Management sold 22 iShares Core International Aggregate Bond Fund shares in Q3 2020, an estimated $1K.
  • Janiczek Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2018 and held it in 9 quarters.
  • Janiczek Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $2K in Q3 2019.
  • 208 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2020.

Based on Janiczek Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.