Simplicity Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-48,241	Closed	-$2.71M	–	711
2020 Q4	$2.71M	Buy	48,241 +3,939	+9%	+$220K	0.04%	324
2020 Q3	$2.47M	Buy	44,302 +3,530	+9%	+$197K	0.05%	292
2020 Q2	$2.27M	Sell	40,772 -7,882	-16%	-$436K	0.04%	290
2020 Q1	$2.66M	Buy	48,654 +22,709	+88%	+$1.26M	0.08%	185
2019 Q4	$1.42M	Buy	25,945 +13,110	+102%	+$722K	0.04%	302
2019 Q3	$716K	Buy	+12,835	New	+$710K	0.03%	359

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

NEWAS

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

CSIA

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplicity Solutions's IAGG Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2021, closing a stake of 48,241 shares — an estimated $2.71M sold.

Simplicity Solutions first reported a position in IAGG in Q3 2019 and held it in 6 quarters. The position peaked at $2.71M in Q4 2020. 252 funds tracked by Wall St. Rank hold IAGG as of Q1 2021.

Simplicity Solutions reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 48,241 iShares Core International Aggregate Bond Fund shares in Q1 2021, an estimated $2.71M.
Simplicity Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q3 2019 and held it in 6 quarters.
Simplicity Solutions's iShares Core International Aggregate Bond Fund position peaked at $2.71M in Q4 2020.
252 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.