Kovack Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Kovack Advisors’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	–	Sell	-5,906	Closed	-$325K	–	735
2021 Q3	$325K	Buy	5,906 +394	+7%	+$21.9K	0.04%	500
2021 Q2	$304K	Buy	5,512 +569	+12%	+$31.2K	0.03%	513
2021 Q1	$271K	Buy	4,943 +994	+25%	+$55.1K	0.04%	502
2020 Q4	$222K	Buy	+3,949	New	+$221K	0.03%	492

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

Kovack Advisors's IAGG Position: Q4 2021 in Review

Kovack Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2021, closing a stake of 5,906 shares — an estimated $325K sold.

Kovack Advisors first reported a position in IAGG in Q4 2020 and held it in 4 quarters. The position peaked at $325K in Q3 2021. 286 funds tracked by Wall St. Rank hold IAGG as of Q4 2021.

Kovack Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
Kovack Advisors sold 5,906 iShares Core International Aggregate Bond Fund shares in Q4 2021, an estimated $325K.
Kovack Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and held it in 4 quarters.
Kovack Advisors's iShares Core International Aggregate Bond Fund position peaked at $325K in Q3 2021.
286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2021.

Based on Kovack Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.