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

Claybrook 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
2019
Q1 		– Sell
-44
Closed -$2K – 348
2018
Q4 		$2K Buy
+44
New +$2.29K ﹤0.01% 635

Other funds holding IAGG

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AllianceBernstein
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Claybrook Capital's IAGG Position: Q1 2019 in Review

Claybrook Capital sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2019, closing a stake of 44 shares — an estimated $2K sold.

Claybrook Capital first reported a position in IAGG in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 129 funds tracked by Wall St. Rank hold IAGG as of Q1 2019.

  • Claybrook Capital reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Claybrook Capital sold 44 iShares Core International Aggregate Bond Fund shares in Q1 2019, an estimated $2K.
  • Claybrook Capital first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and held it in 1 quarter.
  • Claybrook Capital's iShares Core International Aggregate Bond Fund position peaked at $2K in Q4 2018.
  • 129 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2019.

Based on Claybrook Capital's 13F filing for Q1 2019, filed 15 May 2019.