AC
IAGG icon

AFAM Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

AFAM Capital’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
2018
Q3 		$1.12M Buy
21,402
+3,277
+18% +$172K 0.16% 140
2018
Q2 		$955K Buy
+18,125
New +$951K 0.14% 144
2018
Q1 		– Sell
-126,634
Closed -$6.59M – 198
2017
Q4 		$6.59M Buy
+126,634
New +$6.6M 0.73% 51

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

AFAM Capital's IAGG Position: Q3 2018 in Review

AFAM Capital increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 18% in Q3 2018, buying an estimated $172K and bringing the position to 21,402 shares worth $1.12M. The position accounts for 0.16% of the portfolio, ranked #140.

AFAM Capital first reported a position in IAGG in Q4 2017 and has held it in 3 quarters since. The position peaked at $6.59M in Q4 2017. 91 funds tracked by Wall St. Rank hold IAGG as of Q3 2018.

  • AFAM Capital held 21,402 shares of iShares Core International Aggregate Bond Fund worth $1.12M as of Q3 2018.
  • AFAM Capital bought 3,277 iShares Core International Aggregate Bond Fund shares in Q3 2018, an estimated $172K.
  • iShares Core International Aggregate Bond Fund made up 0.16% of AFAM Capital's portfolio in Q3 2018, its #140 holding.
  • AFAM Capital first reported a position in iShares Core International Aggregate Bond Fund in Q4 2017 and has held it in 3 quarters since.
  • AFAM Capital's iShares Core International Aggregate Bond Fund position peaked at $6.59M in Q4 2017.
  • 91 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.