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

Laidlaw 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
2022 Q2	–	Sell	-4,238	Closed	-$221K	–	388
2022 Q1	$221K	Sell	4,238 -8,464	-67%	-$450K	0.04%	354
2021 Q4	$693K	Buy	12,702 +183	+1%	+$10.1K	0.11%	182
2021 Q3	$689K	Buy	12,519 +100	+0.8%	+$5.56K	0.18%	122
2021 Q2	$684K	Buy	12,419 +1,837	+17%	+$101K	0.18%	119
2021 Q1	$581K	Buy	10,582 +2,087	+25%	+$116K	0.2%	112
2020 Q4	$477K	Buy	+8,495	New	+$475K	0.1%	196
2020 Q1	–	Sell	-4,577	Closed	-$251K	–	160
2019 Q4	$251K	Buy	+4,577	New	+$252K	0.16%	141

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

Laidlaw Wealth Management's IAGG Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2022, closing a stake of 4,238 shares — an estimated $221K sold.

Laidlaw Wealth Management first reported a position in IAGG in Q4 2019 and held it in 7 quarters. The position peaked at $693K in Q4 2021. 299 funds tracked by Wall St. Rank hold IAGG as of Q2 2022.

Laidlaw Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 4,238 iShares Core International Aggregate Bond Fund shares in Q2 2022, an estimated $221K.
Laidlaw Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 7 quarters.
Laidlaw Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $693K in Q4 2021.
299 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.