WealthCare Investment Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

WealthCare Investment 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
2023 Q1	–	Sell	-4,862	Closed	-$231K	–	129
2022 Q4	$231K	Sell	4,862 -3,696	-43%	-$180K	0.16%	103
2022 Q3	$414K	Sell	8,558 -1,210	-12%	-$60.6K	0.34%	70
2022 Q2	$487K	Sell	9,768 -3,384	-26%	-$171K	0.42%	61
2022 Q1	$677K	Sell	13,152 -5,314	-29%	-$283K	0.6%	49
2021 Q4	$1.01M	Buy	+18,466	New	+$1.02M	0.97%	30

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

WealthCare Investment Partners's IAGG Position: Q1 2023 in Review

WealthCare Investment Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2023, closing a stake of 4,862 shares — an estimated $231K sold.

WealthCare Investment Partners first reported a position in IAGG in Q4 2021 and held it in 5 quarters. The position peaked at $1.01M in Q4 2021. 295 funds tracked by Wall St. Rank hold IAGG as of Q1 2023.

WealthCare Investment Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
WealthCare Investment Partners sold 4,862 iShares Core International Aggregate Bond Fund shares in Q1 2023, an estimated $231K.
WealthCare Investment Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 5 quarters.
WealthCare Investment Partners's iShares Core International Aggregate Bond Fund position peaked at $1.01M in Q4 2021.
295 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2023.

Based on WealthCare Investment Partners's 13F filing for Q1 2023, filed 10 Apr 2023.