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Berkshire Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Berkshire Asset Management’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 		– Sell
-32,640
Closed -$1.82M – 206
2019
Q3 		$1.82M Buy
+32,640
New +$1.81M 0.16% 78
2019
Q2 		– Sell
-32,640
Closed -$1.75M – 210
2019
Q1 		$1.75M Hold
32,640
– – 0.15% 86
2018
Q4 		$1.7M Hold
32,640
– – 0.16% 84
2018
Q3 		$1.71M Hold
32,640
– – 0.14% 87
2018
Q2 		$1.72M Sell
32,640
-17,659
-35% -$927K 0.16% 84
2018
Q1 		$2.65M Hold
50,299
– – 0.26% 70
2017
Q4 		$2.62M Buy
50,299
+14,876
+42% +$775K 0.25% 69
2017
Q3 		$1.83M Hold
35,423
– – 0.2% 74
2017
Q2 		$1.83M Buy
35,423
+1,582
+5% +$82.4K 0.21% 75
2017
Q1 		$1.75M Buy
+33,841
New +$1.74M 0.21% 77

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

Berkshire Asset Management's IAGG Position: Q4 2019 in Review

Berkshire Asset Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2019, closing a stake of 32,640 shares — an estimated $1.82M sold.

Berkshire Asset Management first reported a position in IAGG in Q1 2017 and held it in 10 quarters. The position peaked at $2.65M in Q1 2018. 211 funds tracked by Wall St. Rank hold IAGG as of Q4 2019.

  • Berkshire Asset Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
  • Berkshire Asset Management sold 32,640 iShares Core International Aggregate Bond Fund shares in Q4 2019, an estimated $1.82M.
  • Berkshire Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2017 and held it in 10 quarters.
  • Berkshire Asset Management's iShares Core International Aggregate Bond Fund position peaked at $2.65M in Q1 2018.
  • 211 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2019.

Based on Berkshire Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.