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Wealthsimple US’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Wealthsimple US’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
2020
Q3 		– Sell
-6,298
Closed -$351K – 28
2020
Q2 		$351K Buy
+6,298
New +$348K 0.27% 25
2020
Q1 		– Sell
-7,522
Closed -$412K – 31
2019
Q4 		$412K Buy
+7,522
New +$414K 0.33% 19

Other funds holding IAGG

BlackRock
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Wealthsimple US's IAGG Position: Q3 2020 in Review

Wealthsimple US sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2020, closing a stake of 6,298 shares — an estimated $351K sold.

Wealthsimple US first reported a position in IAGG in Q4 2019 and held it in 2 quarters. The position peaked at $412K in Q4 2019. 208 funds tracked by Wall St. Rank hold IAGG as of Q3 2020.

  • Wealthsimple US reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2020 after selling out during the quarter.
  • Wealthsimple US sold 6,298 iShares Core International Aggregate Bond Fund shares in Q3 2020, an estimated $351K.
  • Wealthsimple US first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 2 quarters.
  • Wealthsimple US's iShares Core International Aggregate Bond Fund position peaked at $412K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2020.

Based on Wealthsimple US's 13F filing for Q3 2020, filed 9 Nov 2020.