Syverson Strege & Co’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Syverson Strege & Co’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	-86	Closed	-$4.21K	–	315
2023 Q1	$4.21K	Hold	86	–	–	﹤0.01%	363
2022 Q4	$4.09K	Buy	86 +2	+2%	+$98	﹤0.01%	236
2022 Q3	$4K	Hold	84	–	–	﹤0.01%	225
2022 Q2	$4K	Sell	84 -6	-7%	-$304	﹤0.01%	271
2022 Q1	$5K	Hold	90	–	–	0.01%	241
2021 Q4	$5K	Sell	90 -40	-31%	-$2.2K	﹤0.01%	233
2021 Q3	$7K	Hold	130	–	–	0.01%	280
2021 Q2	$7K	Sell	130 -4,538	-97%	-$249K	0.01%	212
2021 Q1	$256K	Sell	4,668 -1,174	-20%	-$65.1K	0.27%	48
2020 Q4	$328K	Buy	+5,842	New	+$326K	0.31%	43

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

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

NEWAS

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

Syverson Strege & Co's IAGG Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2023, closing a stake of 86 shares — an estimated $4.21K sold.

Syverson Strege & Co first reported a position in IAGG in Q4 2020 and held it in 10 quarters. The position peaked at $328K in Q4 2020. 312 funds tracked by Wall St. Rank hold IAGG as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 86 iShares Core International Aggregate Bond Fund shares in Q2 2023, an estimated $4.21K.
Syverson Strege & Co first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares Core International Aggregate Bond Fund position peaked at $328K in Q4 2020.
312 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.