TrueWealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

TrueWealth 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
2022 Q4	–	Sell	-5,447	Closed	-$263K	–	184
2022 Q3	$263K	Sell	5,447 -2,032	-27%	-$102K	0.12%	128
2022 Q2	$373K	Sell	7,479 -209	-3%	-$10.6K	0.17%	103
2022 Q1	$419K	Hold	7,688	–	–	0.19%	104
2021 Q4	$419K	Buy	+7,688	New	+$423K	0.19%	104

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

NEWAS

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

TrueWealth Advisors's IAGG Position: Q4 2022 in Review

TrueWealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2022, closing a stake of 5,447 shares — an estimated $263K sold.

TrueWealth Advisors first reported a position in IAGG in Q4 2021 and held it in 4 quarters. The position peaked at $419K in Q1 2022. 315 funds tracked by Wall St. Rank hold IAGG as of Q4 2022.

TrueWealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
TrueWealth Advisors sold 5,447 iShares Core International Aggregate Bond Fund shares in Q4 2022, an estimated $263K.
TrueWealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 4 quarters.
TrueWealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $419K in Q1 2022.
315 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2022.

Based on TrueWealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.