MKD Wealth Coaches’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

MKD Wealth Coaches’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 Q1	–	Sell	-6,168	Closed	-$347K	–	23
2020 Q4	$347K	Buy	6,168 +1,501	+32%	+$83.9K	0.56%	18
2020 Q3	$260K	Buy	+4,667	New	+$260K	0.37%	28
2019 Q3	–	Sell	-2,629	Closed	-$143K	–	116
2019 Q2	$143K	Buy	2,629 +50	+2%	+$2.68K	0.13%	54
2019 Q1	$138K	Sell	2,579 -591	-19%	-$31.1K	0.14%	52
2018 Q4	$166K	Buy	+3,170	New	+$165K	0.2%	53

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

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

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

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

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

NEWAS

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MKD Wealth Coaches's IAGG Position: Q1 2021 in Review

MKD Wealth Coaches sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2021, closing a stake of 6,168 shares — an estimated $347K sold.

MKD Wealth Coaches first reported a position in IAGG in Q4 2018 and held it in 5 quarters. The position peaked at $347K in Q4 2020. 252 funds tracked by Wall St. Rank hold IAGG as of Q1 2021.

MKD Wealth Coaches reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
MKD Wealth Coaches sold 6,168 iShares Core International Aggregate Bond Fund shares in Q1 2021, an estimated $347K.
MKD Wealth Coaches first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and held it in 5 quarters.
MKD Wealth Coaches's iShares Core International Aggregate Bond Fund position peaked at $347K in Q4 2020.
252 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2021.

Based on MKD Wealth Coaches's 13F filing for Q1 2021, filed 6 Apr 2021.