Summit Global Investments’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Summit Global Investments’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 Q2	–	Sell	-38,520	Closed	-$2.01M	–	492
2022 Q1	$2.01M	Hold	38,520	–	–	0.15%	149
2021 Q4	$2.1M	Hold	38,520	–	–	0.13%	145
2021 Q3	$2.12M	Hold	38,520	–	–	0.16%	118
2021 Q2	$2.12M	Hold	38,520	–	–	0.13%	132
2021 Q1	$2.11M	Buy	+38,520	New	+$2.13M	0.14%	120

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NEWAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Agincourt Capital Management Richmond, Virginia $99.9M AUM 7.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Summit Global Investments's IAGG Position: Q2 2022 in Review

Summit Global Investments sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2022, closing a stake of 38,520 shares — an estimated $2.01M sold.

Summit Global Investments first reported a position in IAGG in Q1 2021 and held it in 5 quarters. The position peaked at $2.12M in Q2 2021. 299 funds tracked by Wall St. Rank hold IAGG as of Q2 2022.

Summit Global Investments reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
Summit Global Investments sold 38,520 iShares Core International Aggregate Bond Fund shares in Q2 2022, an estimated $2.01M.
Summit Global Investments first reported a position in iShares Core International Aggregate Bond Fund in Q1 2021 and held it in 5 quarters.
Summit Global Investments's iShares Core International Aggregate Bond Fund position peaked at $2.12M in Q2 2021.
299 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2022.

Based on Summit Global Investments's 13F filing for Q2 2022, filed 23 Aug 2022.