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Allegis Investment Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Allegis Investment Advisors’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
Q1 		$6.1M Buy
115,825
+18,252
+19% +$951K 1.87% 11
2017
Q4 		$5.08M Buy
+97,573
New +$5.08M 1.5% 12

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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Allegis Investment Advisors's IAGG Position: Q1 2018 in Review

Allegis Investment Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 19% in Q1 2018, buying an estimated $951K and bringing the position to 115,825 shares worth $6.1M. The position accounts for 1.87% of the portfolio, ranked #11.

Allegis Investment Advisors first reported a position in IAGG in Q4 2017 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold IAGG as of Q1 2018.

  • Allegis Investment Advisors held 115,825 shares of iShares Core International Aggregate Bond Fund worth $6.1M as of Q1 2018.
  • Allegis Investment Advisors bought 18,252 iShares Core International Aggregate Bond Fund shares in Q1 2018, an estimated $951K.
  • iShares Core International Aggregate Bond Fund made up 1.87% of Allegis Investment Advisors's portfolio in Q1 2018, its #11 holding.
  • Allegis Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2017 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.