Next Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Next Financial Group’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	$31K	Buy	583 +281	+93%	+$15.5K	﹤0.01%	1705
2021 Q3	$17K	Sell	302 -406	-57%	-$22.6K	﹤0.01%	1855
2021 Q2	$39K	Buy	708 +13	+2%	+$714	﹤0.01%	1491
2021 Q1	$38K	Sell	695 -63	-8%	-$3.49K	﹤0.01%	1388
2020 Q4	$42K	Buy	758 +627	+479%	+$35K	﹤0.01%	1260
2020 Q3	$7K	Buy	+131	New	+$7.29K	﹤0.01%	1729
2020 Q2	–	Sell	-78	Closed	-$4K	–	1169
2020 Q1	$4K	Buy	78 +40	+105%	+$2.21K	﹤0.01%	1768
2019 Q4	$2K	Sell	38 -88	-70%	-$4.85K	﹤0.01%	2169
2019 Q3	$7K	Buy	126 +35	+38%	+$1.94K	﹤0.01%	1813
2019 Q2	$5K	Buy	+91	New	+$4.87K	﹤0.01%	1890

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 $67.7B AUM 51.91% 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

Next Financial Group's IAGG Position: Q4 2021 in Review

Next Financial Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 93% in Q4 2021, buying an estimated $15.5K and bringing the position to 583 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Next Financial Group first reported a position in IAGG in Q2 2019 and has held it in 10 quarters since. The position peaked at $42K in Q4 2020. 286 funds tracked by Wall St. Rank hold IAGG as of Q4 2021.

Next Financial Group held 583 shares of iShares Core International Aggregate Bond Fund worth $31K as of Q4 2021.
Next Financial Group bought 281 iShares Core International Aggregate Bond Fund shares in Q4 2021, an estimated $15.5K.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1705 holding.
Next Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's iShares Core International Aggregate Bond Fund position peaked at $42K in Q4 2020.
286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.