Towerpoint Wealth’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Towerpoint Wealth’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 Q3	–	Sell	-4,638	Closed	-$229K	–	78
2023 Q2	$229K	Sell	4,638 -586	-11%	-$28.7K	0.13%	75
2023 Q1	$256K	Sell	5,224 -3,660	-41%	-$177K	0.15%	70
2022 Q4	$422K	Sell	8,884 -9,617	-52%	-$470K	0.24%	59
2022 Q3	$894K	Sell	18,501 -1,984	-10%	-$99.4K	0.54%	34
2022 Q2	$1.02M	Buy	+20,485	New	+$1.04M	0.61%	34

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SAG

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

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

Towerpoint Wealth's IAGG Position: Q3 2023 in Review

Towerpoint Wealth sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023, closing a stake of 4,638 shares — an estimated $229K sold.

Towerpoint Wealth first reported a position in IAGG in Q2 2022 and held it in 5 quarters. The position peaked at $1.02M in Q2 2022. 300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

Towerpoint Wealth reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
Towerpoint Wealth sold 4,638 iShares Core International Aggregate Bond Fund shares in Q3 2023, an estimated $229K.
Towerpoint Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q2 2022 and held it in 5 quarters.
Towerpoint Wealth's iShares Core International Aggregate Bond Fund position peaked at $1.02M in Q2 2022.
300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on Towerpoint Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.