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Oxler Private Wealth’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-1,029
Closed -$138K – 201
2022
Q3 		$138K Buy
+1,029
New +$51.6K 0.08% 112

Other funds holding IAGG

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MMI
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Oxler Private Wealth's IAGG Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2022, closing a stake of 1,029 shares — an estimated $138K sold.

Oxler Private Wealth first reported a position in IAGG in Q3 2022 and held it in 1 quarter. The position peaked at $138K in Q3 2022. 315 funds tracked by Wall St. Rank hold IAGG as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,029 iShares Core International Aggregate Bond Fund shares in Q4 2022, an estimated $138K.
  • Oxler Private Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Core International Aggregate Bond Fund position peaked at $138K in Q3 2022.
  • 315 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.