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Twelve Points Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Twelve Points 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
2022
Q1 		– Sell
-4,578
Closed -$250K – 179
2021
Q4 		$250K Buy
+4,578
New +$252K 0.2% 142

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Bank of America
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CSIA
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NEWAS
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PFM
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CAC
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Twelve Points Wealth Management's IAGG Position: Q1 2022 in Review

Twelve Points Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2022, closing a stake of 4,578 shares — an estimated $250K sold.

Twelve Points Wealth Management first reported a position in IAGG in Q4 2021 and held it in 1 quarter. The position peaked at $250K in Q4 2021. 287 funds tracked by Wall St. Rank hold IAGG as of Q1 2022.

  • Twelve Points Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Twelve Points Wealth Management sold 4,578 iShares Core International Aggregate Bond Fund shares in Q1 2022, an estimated $250K.
  • Twelve Points Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 1 quarter.
  • Twelve Points Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $250K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2022.

Based on Twelve Points Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.