Resource Planning Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Resource Planning 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
2023 Q1	–	Sell	-12,061	Closed	-$574K	–	63
2022 Q4	$574K	Buy	+12,061	New	+$589K	0.46%	38
2022 Q3	–	Sell	-12,651	Closed	-$630K	–	65
2022 Q2	$630K	Buy	12,651 +5,979	+90%	+$303K	0.52%	37
2022 Q1	$348K	Buy	6,672 +2,899	+77%	+$154K	0.25%	52
2021 Q4	$206K	Hold	3,773	–	–	0.14%	67
2021 Q3	$208K	Hold	3,773	–	–	0.13%	83
2021 Q2	$208K	Buy	+3,773	New	+$207K	0.12%	81

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Resource Planning Group's IAGG Position: Q1 2023 in Review

Resource Planning Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2023, closing a stake of 12,061 shares — an estimated $574K sold.

Resource Planning Group first reported a position in IAGG in Q2 2021 and held it in 6 quarters. The position peaked at $630K in Q2 2022. 295 funds tracked by Wall St. Rank hold IAGG as of Q1 2023.

Resource Planning Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Resource Planning Group sold 12,061 iShares Core International Aggregate Bond Fund shares in Q1 2023, an estimated $574K.
Resource Planning Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2021 and held it in 6 quarters.
Resource Planning Group's iShares Core International Aggregate Bond Fund position peaked at $630K in Q2 2022.
295 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2023.

Based on Resource Planning Group's 13F filing for Q1 2023, filed 12 May 2023.