AFAM Capital
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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Divergent Wealth Advisors
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 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. 90 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.
  • 90 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.