SC&H Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

SC&H 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	-4,760	Closed	-$230K	–	130
2022 Q3	$230K	Sell	4,760 -267	-5%	-$13.4K	0.12%	116
2022 Q2	$250K	Sell	5,027 -16,651	-77%	-$843K	0.12%	124
2022 Q1	$1.13M	Buy	21,678 +15,565	+255%	+$828K	0.54%	40
2021 Q4	$333K	Buy	+6,113	New	+$337K	0.18%	114

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

SC&H Financial Advisors's IAGG Position: Q4 2022 in Review

SC&H Financial Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2022, closing a stake of 4,760 shares — an estimated $230K sold.

SC&H Financial Advisors first reported a position in IAGG in Q4 2021 and held it in 4 quarters. The position peaked at $1.13M in Q1 2022. 314 funds tracked by Wall St. Rank hold IAGG as of Q4 2022.

SC&H Financial Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
SC&H Financial Advisors sold 4,760 iShares Core International Aggregate Bond Fund shares in Q4 2022, an estimated $230K.
SC&H Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 4 quarters.
SC&H Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.13M in Q1 2022.
314 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2022.

Based on SC&H Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.