Money Concepts Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Money Concepts Capital’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	-1,867	Closed	-$88.8K	–	1612
2022 Q4	$88.8K	Buy	1,867 +1,785	+2,177%	+$87.2K	﹤0.01%	1015
2022 Q3	$4K	Buy	+82	New	+$4.11K	﹤0.01%	1265
2022 Q2	–	Sell	-867	Closed	-$45K	–	1991
2022 Q1	$45K	Buy	+867	New	+$46.1K	﹤0.01%	1278
2021 Q1	$35K	Sell	632 -1,100	-64%	-$61K	﹤0.01%	596
2020 Q4	$97K	Buy	+1,732	New	+$96.8K	0.01%	469

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

Money Concepts Capital's IAGG Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2023, closing a stake of 1,867 shares — an estimated $88.8K sold.

Money Concepts Capital first reported a position in IAGG in Q4 2020 and held it in 5 quarters. The position peaked at $97K in Q4 2020. 295 funds tracked by Wall St. Rank hold IAGG as of Q1 2023.

Money Concepts Capital reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,867 iShares Core International Aggregate Bond Fund shares in Q1 2023, an estimated $88.8K.
Money Concepts Capital first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and held it in 5 quarters.
Money Concepts Capital's iShares Core International Aggregate Bond Fund position peaked at $97K in Q4 2020.
295 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.