Total Clarity Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Total Clarity Wealth 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
2021 Q1	–	Sell	-12,514	Closed	-$703K	–	821
2020 Q4	$703K	Buy	12,514 +187	+2%	+$10.4K	0.49%	57
2020 Q3	$686K	Sell	12,327 -9,662	-44%	-$538K	0.6%	47
2020 Q2	$1.22M	Buy	21,989 +12,958	+143%	+$716K	1.12%	25
2020 Q1	$494K	Sell	9,031 -30,645	-77%	-$1.7M	0.76%	42
2019 Q4	$2.17M	Buy	+39,676	New	+$2.19M	1.63%	14

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

Total Clarity Wealth Management's IAGG Position: Q1 2021 in Review

Total Clarity Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2021, closing a stake of 12,514 shares — an estimated $703K sold.

Total Clarity Wealth Management first reported a position in IAGG in Q4 2019 and held it in 5 quarters. The position peaked at $2.17M in Q4 2019. 252 funds tracked by Wall St. Rank hold IAGG as of Q1 2021.

Total Clarity Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
Total Clarity Wealth Management sold 12,514 iShares Core International Aggregate Bond Fund shares in Q1 2021, an estimated $703K.
Total Clarity Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $2.17M in Q4 2019.
252 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2021.

Based on Total Clarity Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.