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

Mirsky 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 Q4	$6.8M	Buy	124,679 +3,344	+3%	+$184K	2.81%	13
2021 Q3	$6.68M	Buy	121,335 +2,957	+2%	+$165K	2.98%	13
2021 Q2	$6.52M	Buy	118,378 +22,995	+24%	+$1.26M	2.9%	13
2021 Q1	$5.23M	Buy	95,383 +9,457	+11%	+$524K	2.43%	17
2020 Q4	$4.83M	Buy	85,926 +4,630	+6%	+$259K	2.48%	18
2020 Q3	$4.53M	Buy	81,296 +2,771	+4%	+$154K	2.56%	15
2020 Q2	$4.37M	Buy	78,525 +15,550	+25%	+$859K	2.63%	14
2020 Q1	$3.44M	Buy	62,975 +5,003	+9%	+$277K	2.43%	16
2019 Q4	$3.18M	Buy	57,972 +3,534	+6%	+$195K	2.06%	17
2019 Q3	$3.04M	Buy	54,438 +432	+0.8%	+$23.9K	2.18%	16
2019 Q2	$2.94M	Buy	54,006 +1,721	+3%	+$92.1K	2.21%	18
2019 Q1	$2.8M	Sell	52,285 -7,409	-12%	-$390K	2.17%	18
2018 Q4	$3.12M	Buy	+59,694	New	+$3.11M	2.74%	13

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 $299B AUM 28.69% 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

Mirsky Financial Management's IAGG Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.8% in Q4 2021, buying an estimated $184K and bringing the position to 124,679 shares worth $6.8M. The position accounts for 2.81% of the portfolio, ranked #13.

Mirsky Financial Management first reported a position in IAGG in Q4 2018 and has held it in 13 quarters since. 286 funds tracked by Wall St. Rank hold IAGG as of Q4 2021.

Mirsky Financial Management held 124,679 shares of iShares Core International Aggregate Bond Fund worth $6.8M as of Q4 2021.
Mirsky Financial Management bought 3,344 iShares Core International Aggregate Bond Fund shares in Q4 2021, an estimated $184K.
iShares Core International Aggregate Bond Fund made up 2.81% of Mirsky Financial Management's portfolio in Q4 2021, its #13 holding.
Mirsky Financial Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and has held it in 13 quarters since.
286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.