Professional Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Professional 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
2022 Q4	–	Sell	-3,233	Closed	-$156K	–	245
2022 Q3	$156K	Hold	3,233	–	–	0.1%	81
2022 Q2	$161K	Sell	3,233 -2,166	-40%	-$110K	0.09%	83
2022 Q1	$281K	Sell	5,399 -2,900	-35%	-$154K	0.12%	69
2021 Q4	$453K	Buy	+8,299	New	+$457K	0.2%	68
2020 Q1	–	Sell	-64,628	Closed	-$3.54M	–	59
2019 Q4	$3.54M	Buy	+64,628	New	+$3.56M	3.36%	9

Other funds holding IAGG

BlackRock New York $6.73T AUM 46.02% 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 $250B AUM 21.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Professional Financial Advisors's IAGG Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2022, closing a stake of 3,233 shares — an estimated $156K sold.

Professional Financial Advisors first reported a position in IAGG in Q4 2019 and held it in 5 quarters. The position peaked at $3.54M in Q4 2019. 314 funds tracked by Wall St. Rank hold IAGG as of Q4 2022.

Professional Financial Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 3,233 iShares Core International Aggregate Bond Fund shares in Q4 2022, an estimated $156K.
Professional Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 5 quarters.
Professional Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $3.54M in Q4 2019.
314 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.