Karp Capital Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Karp Capital 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
2022 Q2	–	Sell	-165,374	Closed	-$8.62M	–	147
2022 Q1	$8.62M	Sell	165,374 -48,986	-23%	-$2.61M	1.26%	33
2021 Q4	$11.7M	Buy	214,360 +20,357	+10%	+$1.12M	1.47%	23
2021 Q3	$10.7M	Sell	194,003 -45,857	-19%	-$2.55M	1.5%	19
2021 Q2	$13.2M	Buy	239,860 +20,996	+10%	+$1.15M	1.96%	11
2021 Q1	$12M	Buy	218,864 +29,996	+16%	+$1.66M	2.17%	9
2020 Q4	$10.6M	Buy	188,868 +1,641	+0.9%	+$91.7K	2.19%	13
2020 Q3	$10.4M	Buy	187,227 +267	+0.1%	+$14.9K	2.55%	8
2020 Q2	$10.4M	Buy	186,960 +34,548	+23%	+$1.91M	2.88%	7
2020 Q1	$8.34M	Buy	152,412 +14,072	+10%	+$778K	2.73%	6
2019 Q4	$7.58M	Buy	138,340 +17,560	+15%	+$967K	2%	12
2019 Q3	$6.74M	Buy	120,780 +25,140	+26%	+$1.39M	1.96%	14
2019 Q2	$5.21M	Buy	+95,640	New	+$5.12M	1.65%	23

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NEWAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Agincourt Capital Management Richmond, Virginia $99.9M AUM 7.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Karp Capital Management's IAGG Position: Q2 2022 in Review

Karp Capital Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2022, closing a stake of 165,374 shares — an estimated $8.62M sold.

Karp Capital Management first reported a position in IAGG in Q2 2019 and held it in 12 quarters. The position peaked at $13.2M in Q2 2021. 299 funds tracked by Wall St. Rank hold IAGG as of Q2 2022.

Karp Capital Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
Karp Capital Management sold 165,374 iShares Core International Aggregate Bond Fund shares in Q2 2022, an estimated $8.62M.
Karp Capital Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and held it in 12 quarters.
Karp Capital Management's iShares Core International Aggregate Bond Fund position peaked at $13.2M in Q2 2021.
299 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.