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SFMG Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

SFMG Wealth 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
2021
Q3 		– Sell
-4,747
Closed -$262K – 265
2021
Q2 		$262K Buy
+4,747
New +$261K 0.03% 217

Other funds holding IAGG

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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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFMG Wealth Advisors's IAGG Position: Q3 2021 in Review

SFMG Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2021, closing a stake of 4,747 shares — an estimated $262K sold.

SFMG Wealth Advisors first reported a position in IAGG in Q2 2021 and held it in 1 quarter. The position peaked at $262K in Q2 2021. 260 funds tracked by Wall St. Rank hold IAGG as of Q3 2021.

  • SFMG Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 4,747 iShares Core International Aggregate Bond Fund shares in Q3 2021, an estimated $262K.
  • SFMG Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2021 and held it in 1 quarter.
  • SFMG Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $262K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2021.

Based on SFMG Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.