Mid Atlantic Financial Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Mid Atlantic Financial 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
2021 Q2	–	Sell	-3,676	Closed	-$202K	–	939
2021 Q1	$202K	Buy	+3,676	New	+$204K	0.01%	769
2020 Q1	–	Sell	-21,407	Closed	-$1.17M	–	722
2019 Q4	$1.17M	Buy	21,407 +3,317	+18%	+$183K	0.11%	177
2019 Q3	$1.01M	Buy	18,090 +3,117	+21%	+$172K	0.11%	192
2019 Q2	$816K	Buy	14,973 +7,626	+104%	+$408K	0.08%	255
2019 Q1	$393K	Buy	+7,347	New	+$387K	0.04%	427

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEWAS

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mid Atlantic Financial Management's IAGG Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2021, closing a stake of 3,676 shares — an estimated $202K sold.

Mid Atlantic Financial Management first reported a position in IAGG in Q1 2019 and held it in 5 quarters. The position peaked at $1.17M in Q4 2019. 258 funds tracked by Wall St. Rank hold IAGG as of Q2 2021.

Mid Atlantic Financial Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 3,676 iShares Core International Aggregate Bond Fund shares in Q2 2021, an estimated $202K.
Mid Atlantic Financial Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and held it in 5 quarters.
Mid Atlantic Financial Management's iShares Core International Aggregate Bond Fund position peaked at $1.17M in Q4 2019.
258 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.