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

TrueWealth LLC’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
2020
Q2 		$62K Buy
1,113
+803
+259% +$44.4K 0.03% 252
2020
Q1 		$17K Buy
+310
New +$17.1K 0.01% 383

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TrueWealth LLC's IAGG Position: Q2 2020 in Review

TrueWealth LLC increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 259% in Q2 2020, buying an estimated $44.4K and bringing the position to 1,113 shares worth $62K. The position accounts for 0.03% of the portfolio, ranked #252.

TrueWealth LLC first reported a position in IAGG in Q1 2020 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold IAGG as of Q2 2020.

  • TrueWealth LLC held 1,113 shares of iShares Core International Aggregate Bond Fund worth $62K as of Q2 2020.
  • TrueWealth LLC bought 803 iShares Core International Aggregate Bond Fund shares in Q2 2020, an estimated $44.4K.
  • iShares Core International Aggregate Bond Fund made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #252 holding.
  • TrueWealth LLC first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.