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New England Capital Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

New England Capital Financial Advisors’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
Q4 		– Sell
-94
Closed -$4.6K – 401
2023
Q3 		$4.6K Hold
94
– – ﹤0.01% 271
2023
Q2 		$4.65K Hold
94
– – ﹤0.01% 269
2023
Q1 		$4.62K Sell
94
-17
-15% -$824 ﹤0.01% 298
2022
Q4 		$5.41K Buy
+111
New +$5.42K ﹤0.01% 289

Other funds holding IAGG

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MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New England Capital Financial Advisors's IAGG Position: Q4 2023 in Review

New England Capital Financial Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2023, closing a stake of 94 shares — an estimated $4.6K sold.

New England Capital Financial Advisors first reported a position in IAGG in Q4 2022 and held it in 4 quarters. The position peaked at $5.41K in Q4 2022. 322 funds tracked by Wall St. Rank hold IAGG as of Q4 2023.

  • New England Capital Financial Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 94 iShares Core International Aggregate Bond Fund shares in Q4 2023, an estimated $4.6K.
  • New England Capital Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and held it in 4 quarters.
  • New England Capital Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $5.41K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2023.

Based on New England Capital Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.