Sentinel Pension Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Sentinel Pension 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 Q1	–	Sell	-3,692	Closed	-$201K	–	97
2021 Q4	$201K	Buy	3,692 +20	+0.5%	+$1.1K	0.06%	97
2021 Q3	$202K	Hold	3,672	–	–	0.07%	83
2021 Q2	$202K	Hold	3,672	–	–	0.07%	87
2021 Q1	$201K	Sell	3,672 -90	-2%	-$4.99K	0.07%	66
2020 Q4	$211K	Buy	3,762 +6	+0.2%	+$335	0.08%	72
2020 Q3	$209K	Buy	3,756 +9	+0.2%	+$501	0.08%	78
2020 Q2	$209K	Sell	3,747 -140	-4%	-$7.74K	0.09%	70
2020 Q1	$213K	Sell	3,887 -20,542	-84%	-$1.14M	0.1%	66
2019 Q4	$1.34M	Buy	+24,429	New	+$1.35M	0.87%	25

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

NEWAS

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

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Sentinel Pension Advisors's IAGG Position: Q1 2022 in Review

Sentinel Pension Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2022, closing a stake of 3,692 shares — an estimated $201K sold.

Sentinel Pension Advisors first reported a position in IAGG in Q4 2019 and held it in 9 quarters. The position peaked at $1.34M in Q4 2019. 286 funds tracked by Wall St. Rank hold IAGG as of Q1 2022.

Sentinel Pension Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
Sentinel Pension Advisors sold 3,692 iShares Core International Aggregate Bond Fund shares in Q1 2022, an estimated $201K.
Sentinel Pension Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 9 quarters.
Sentinel Pension Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.34M in Q4 2019.
286 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2022.

Based on Sentinel Pension Advisors's 13F filing for Q1 2022, filed 6 May 2022.