KIG
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Kowal Investment Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Kowal Investment Group’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
-7
Closed – – 485
2021
Q3 		$0 Buy
+7
New +$389 ﹤0.01% 952

Other funds holding IAGG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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

Kowal Investment Group's IAGG Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2021, closing a stake of 7 shares.

Kowal Investment Group first reported a position in IAGG in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 286 funds tracked by Wall St. Rank hold IAGG as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 7 iShares Core International Aggregate Bond Fund shares in Q4 2021.
  • Kowal Investment Group first reported a position in iShares Core International Aggregate Bond Fund in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares Core International Aggregate Bond Fund position peaked at $0 in Q3 2021.
  • 286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.