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

Regal 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
-482
Closed -$26K – 141
2021
Q1 		$26K Hold
482
– – 0.02% 131
2020
Q4 		$27K Buy
482
+2
+0.4% +$112 0.02% 121
2020
Q3 		$27K Buy
480
+3
+0.6% +$167 0.02% 111
2020
Q2 		$27K Buy
477
+3
+0.6% +$166 0.02% 108
2020
Q1 		$26K Buy
474
+2
+0.4% +$111 0.03% 93
2019
Q4 		$26K Sell
472
-162
-26% -$8.93K 0.02% 108
2019
Q3 		$35K Sell
634
-201
-24% -$11.1K 0.02% 88
2019
Q2 		$45K Buy
835
+6
+0.7% +$321 0.03% 79
2019
Q1 		$44K Buy
829
+4
+0.5% +$210 0.03% 77
2018
Q4 		$43K Buy
825
+11
+1% +$573 0.04% 75
2018
Q3 		$43K Sell
814
-26
-3% -$1.36K 0.03% 78
2018
Q2 		$44K Sell
840
-169
-17% -$8.87K 0.05% 80
2018
Q1 		$53K Hold
1,009
– – 0.04% 71
2017
Q4 		$53K Sell
1,009
-17
-2% -$886 0.04% 72
2017
Q3 		$53K Sell
1,026
-59
-5% -$3.06K 0.04% 69
2017
Q2 		$56K Sell
1,085
-22,869
-95% -$1.19M 0.04% 70
2017
Q1 		$1.24M Sell
23,954
-887
-4% -$45.7K 0.95% 27
2016
Q4 		$1.29M Buy
+24,841
New +$1.3M 1.05% 24

Other funds holding IAGG

BlackRock
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Regal Wealth Group's IAGG Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2021, closing a stake of 482 shares — an estimated $26K sold.

Regal Wealth Group first reported a position in IAGG in Q4 2016 and held it in 18 quarters. The position peaked at $1.29M in Q4 2016. 258 funds tracked by Wall St. Rank hold IAGG as of Q2 2021.

  • Regal Wealth Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 482 iShares Core International Aggregate Bond Fund shares in Q2 2021, an estimated $26K.
  • Regal Wealth Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2016 and held it in 18 quarters.
  • Regal Wealth Group's iShares Core International Aggregate Bond Fund position peaked at $1.29M in Q4 2016.
  • 258 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.