Laurel Wealth Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-2,980	Closed	-$142K	–	114
2022 Q4	$142K	Sell	2,980 -553	-16%	-$27K	0.09%	70
2022 Q3	$171K	Sell	3,533 -117	-3%	-$5.86K	0.13%	59
2022 Q2	$182K	Sell	3,650 -6,738	-65%	-$341K	0.13%	64
2022 Q1	$542K	Buy	10,388 +2,696	+35%	+$143K	0.37%	47
2021 Q4	$419K	Sell	7,692 -4,615	-37%	-$254K	0.32%	48
2021 Q3	$677K	Sell	12,307 -1,155	-9%	-$64.3K	0.55%	36
2021 Q2	$742K	Sell	13,462 -321	-2%	-$17.6K	0.65%	31
2021 Q1	$756K	Buy	13,783 +813	+6%	+$45K	0.69%	31
2020 Q4	$729K	Buy	+12,970	New	+$725K	0.71%	30

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEWAS

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

Laurel Wealth Planning's IAGG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2023, closing a stake of 2,980 shares — an estimated $142K sold.

Laurel Wealth Planning first reported a position in IAGG in Q4 2020 and held it in 9 quarters. The position peaked at $756K in Q1 2021. 295 funds tracked by Wall St. Rank hold IAGG as of Q1 2023.

Laurel Wealth Planning reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 2,980 iShares Core International Aggregate Bond Fund shares in Q1 2023, an estimated $142K.
Laurel Wealth Planning first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's iShares Core International Aggregate Bond Fund position peaked at $756K in Q1 2021.
295 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.