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Onyx Bridge Wealth Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Onyx Bridge Wealth 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
Q2 		– Sell
-5,205
Closed -$286K – 138
2021
Q1 		$286K Buy
+5,205
New +$288K 0.14% 72

Other funds holding IAGG

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MMI
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Onyx Bridge Wealth Group's IAGG Position: Q2 2021 in Review

Onyx Bridge Wealth Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2021, closing a stake of 5,205 shares — an estimated $286K sold.

Onyx Bridge Wealth Group first reported a position in IAGG in Q1 2021 and held it in 1 quarter. The position peaked at $286K in Q1 2021. 258 funds tracked by Wall St. Rank hold IAGG as of Q2 2021.

  • Onyx Bridge Wealth Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 5,205 iShares Core International Aggregate Bond Fund shares in Q2 2021, an estimated $286K.
  • Onyx Bridge Wealth Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2021 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's iShares Core International Aggregate Bond Fund position peaked at $286K in Q1 2021.
  • 258 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2021.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2021, filed 20 Jul 2021.