Walkner Condon Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Walkner Condon Financial 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
2023 Q1	–	Sell	-4,550	Closed	-$216K	–	240
2022 Q4	$216K	Sell	4,550 -200	-4%	-$9.77K	0.06%	216
2022 Q3	$230K	Sell	4,750 -1,650	-26%	-$82.7K	0.07%	190
2022 Q2	$319K	Sell	6,400 -2,618	-29%	-$133K	0.1%	164
2022 Q1	$470K	Buy	9,018 +842	+10%	+$44.8K	0.13%	138
2021 Q4	$446K	Buy	8,176 +2,812	+52%	+$155K	0.29%	80
2021 Q3	$295K	Buy	+5,364	New	+$298K	0.15%	117

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

SAG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEWAS

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

Walkner Condon Financial Advisors's IAGG Position: Q1 2023 in Review

Walkner Condon Financial Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2023, closing a stake of 4,550 shares — an estimated $216K sold.

Walkner Condon Financial Advisors first reported a position in IAGG in Q3 2021 and held it in 6 quarters. The position peaked at $470K in Q1 2022. 295 funds tracked by Wall St. Rank hold IAGG as of Q1 2023.

Walkner Condon Financial Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Walkner Condon Financial Advisors sold 4,550 iShares Core International Aggregate Bond Fund shares in Q1 2023, an estimated $216K.
Walkner Condon Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q3 2021 and held it in 6 quarters.
Walkner Condon Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $470K in Q1 2022.
295 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.