Vahanian & Associates Financial Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Vahanian & Associates Financial Planning’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	-56,242	Closed	-$3.07M	–	104
2021 Q4	$3.07M	Buy	+56,242	New	+$3.1M	2.47%	8

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

NEWAS

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

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Vahanian & Associates Financial Planning's IAGG Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2022, closing a stake of 56,242 shares — an estimated $3.07M sold.

Vahanian & Associates Financial Planning first reported a position in IAGG in Q4 2021 and held it in 1 quarter. The position peaked at $3.07M in Q4 2021. 287 funds tracked by Wall St. Rank hold IAGG as of Q1 2022.

Vahanian & Associates Financial Planning reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 56,242 iShares Core International Aggregate Bond Fund shares in Q1 2022, an estimated $3.07M.
Vahanian & Associates Financial Planning first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 1 quarter.
Vahanian & Associates Financial Planning's iShares Core International Aggregate Bond Fund position peaked at $3.07M in Q4 2021.
287 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.