AG
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Advisor Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Advisor Group’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
2019
Q4 		$1.98M Buy
36,100
+2,834
+9% +$156K 0.01% 817
2019
Q3 		$1.86M Buy
33,266
+3,327
+11% +$184K 0.01% 793
2019
Q2 		$1.63M Buy
29,939
+293
+1% +$15.7K 0.01% 851
2019
Q1 		$1.59M Buy
29,646
+733
+3% +$38.6K 0.01% 817
2018
Q4 		$1.51M Buy
28,913
+9,010
+45% +$470K 0.01% 744
2018
Q3 		$1.04M Buy
19,903
+8,615
+76% +$452K 0.01% 955
2018
Q2 		$594K Sell
11,288
-9,044
-44% -$475K 0.01% 1191
2018
Q1 		$1.07M Sell
20,332
-1,331
-6% -$69.3K 0.01% 822
2017
Q4 		$1.13M Sell
21,663
-18,103
-46% -$943K 0.02% 814
2017
Q3 		$2.06M Buy
39,766
+3,970
+11% +$206K 0.03% 494
2017
Q2 		$1.85M Buy
35,796
+18,926
+112% +$985K 0.03% 511
2017
Q1 		$874K Buy
16,870
+15,740
+1,393% +$811K 0.02% 773
2016
Q4 		$59K Hold
1,130
– – ﹤0.01% 2478
2016
Q3 		$61K Hold
1,130
– – ﹤0.01% 2356
2016
Q2 		$59K Buy
+1,130
New +$58.7K ﹤0.01% 2301

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Advisor Group's IAGG Position: Q4 2019 in Review

Advisor Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 8.5% in Q4 2019, buying an estimated $156K and bringing the position to 36,100 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #817.

Advisor Group first reported a position in IAGG in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.06M in Q3 2017. 211 funds tracked by Wall St. Rank hold IAGG as of Q4 2019.

  • Advisor Group held 36,100 shares of iShares Core International Aggregate Bond Fund worth $1.98M as of Q4 2019.
  • Advisor Group bought 2,834 iShares Core International Aggregate Bond Fund shares in Q4 2019, an estimated $156K.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #817 holding.
  • Advisor Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Core International Aggregate Bond Fund position peaked at $2.06M in Q3 2017.
  • 211 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.