Wealthcare Advisory Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-124	Closed	-$7K	–	1142
2021 Q1	$7K	Buy	+124	New	+$6.87K	﹤0.01%	1553
2020 Q2	–	Sell	-124	Closed	-$7K	–	804
2020 Q1	$7K	Sell	124 -92	-43%	-$5.09K	﹤0.01%	1010
2019 Q4	$12K	Sell	216 -41	-16%	-$2.26K	﹤0.01%	890
2019 Q3	$14K	Buy	+257	New	+$14.2K	﹤0.01%	845

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEWAS

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

CAC

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wealthcare Advisory Partners's IAGG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2021, closing a stake of 124 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in IAGG in Q3 2019 and held it in 4 quarters. The position peaked at $14K in Q3 2019. 258 funds tracked by Wall St. Rank hold IAGG as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 124 iShares Core International Aggregate Bond Fund shares in Q2 2021, an estimated $7K.
Wealthcare Advisory Partners first reported a position in iShares Core International Aggregate Bond Fund in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's iShares Core International Aggregate Bond Fund position peaked at $14K in Q3 2019.
258 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.