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TRUE Private Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

TRUE Private Wealth Advisors’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
-1,831
Closed -$102K – 447
2020
Q4 		$102K Hold
1,831
– – 0.02% 271
2020
Q3 		$101K Hold
1,831
– – 0.02% 245
2020
Q2 		$101K Sell
1,831
-25
-1% -$1.38K 0.02% 234
2020
Q1 		$101K Sell
1,856
-277
-13% -$15.3K 0.02% 205
2019
Q4 		$116K Sell
2,133
-160,150
-99% -$8.82M 0.02% 271
2019
Q3 		$9.05M Sell
162,283
-4,231
-3% -$234K 1.56% 12
2019
Q2 		$9.07M Sell
166,514
-5,135
-3% -$275K 1.55% 12
2019
Q1 		$9.18M Sell
171,649
-50,939
-23% -$2.68M 1.75% 12
2018
Q4 		$11.6M Sell
222,588
-55,596
-20% -$2.9M 2.05% 10
2018
Q3 		$14.5M Buy
278,184
+44,596
+19% +$2.34M 2.05% 7
2018
Q2 		$12.3M Sell
233,588
-9,659
-4% -$507K 1.93% 10
2018
Q1 		$12.8M Buy
243,247
+1,898
+0.8% +$98.8K 2.2% 9
2017
Q4 		$12.6M Buy
241,349
+34,575
+17% +$1.8M 2.18% 12
2017
Q3 		$10.7M Buy
+206,774
New +$10.7M 2.41% 10

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRUE Private Wealth Advisors's IAGG Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2021, closing a stake of 1,831 shares — an estimated $102K sold.

TRUE Private Wealth Advisors first reported a position in IAGG in Q3 2017 and held it in 14 quarters. The position peaked at $14.5M in Q3 2018. 252 funds tracked by Wall St. Rank hold IAGG as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,831 iShares Core International Aggregate Bond Fund shares in Q1 2021, an estimated $102K.
  • TRUE Private Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q3 2017 and held it in 14 quarters.
  • TRUE Private Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $14.5M in Q3 2018.
  • 252 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.