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Steward Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Steward Financial 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
Q2 		– Sell
-90
Closed -$4K – 712
2023
Q1 		$4K Buy
+90
New +$4.36K ﹤0.01% 355

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Steward Financial Group's IAGG Position: Q2 2023 in Review

Steward Financial Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2023, closing a stake of 90 shares — an estimated $4K sold.

Steward Financial Group first reported a position in IAGG in Q1 2023 and held it in 1 quarter. The position peaked at $4K in Q1 2023. 312 funds tracked by Wall St. Rank hold IAGG as of Q2 2023.

  • Steward Financial Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 90 iShares Core International Aggregate Bond Fund shares in Q2 2023, an estimated $4K.
  • Steward Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2023 and held it in 1 quarter.
  • Steward Financial Group's iShares Core International Aggregate Bond Fund position peaked at $4K in Q1 2023.
  • 312 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.