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Stone Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Stone Asset Management’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
-39,140
Closed -$2.13M – 49
2021
Q4 		$2.13M Buy
+39,140
New +$2.16M 1.26% 15

Other funds holding IAGG

BlackRock
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 $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.34B AUM 15.38% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Stone Asset Management's IAGG Position: Q1 2022 in Review

Stone Asset Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2022, closing a stake of 39,140 shares — an estimated $2.13M sold.

Stone Asset Management first reported a position in IAGG in Q4 2021 and held it in 1 quarter. The position peaked at $2.13M in Q4 2021. 287 funds tracked by Wall St. Rank hold IAGG as of Q1 2022.

  • Stone Asset Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Stone Asset Management sold 39,140 iShares Core International Aggregate Bond Fund shares in Q1 2022, an estimated $2.13M.
  • Stone Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 1 quarter.
  • Stone Asset Management's iShares Core International Aggregate Bond Fund position peaked at $2.13M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2022.

Based on Stone Asset Management's 13F filing for Q1 2022, filed 11 Apr 2022.