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Cornerstone Financial Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Cornerstone Financial Partners’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
2017
Q4 		$628K Buy
+11,275
New +$588K 0.21% 83
2017
Q1 		– Sell
-20,466
Closed -$1.06M – 155
2016
Q4 		$1.06M Buy
20,466
+1,511
+8% +$79.1K 0.34% 66
2016
Q3 		$1.01M Buy
18,955
+8,386
+79% +$448K 0.35% 60
2016
Q2 		$560K Buy
+10,569
New +$549K 0.2% 98

Other funds holding IAGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.1% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return

Cornerstone Financial Partners's IAGG Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q4 2017: 11,275 shares worth $628K. The stake represents 0.21% of the portfolio and ranks #83 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in IAGG as recently as Q4 2016.

Cornerstone Financial Partners first reported a position in IAGG in Q2 2016 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2016. 63 funds tracked by Wall St. Rank hold IAGG as of Q4 2017.

  • Cornerstone Financial Partners held 11,275 shares of iShares Core International Aggregate Bond Fund worth $628K as of Q4 2017.
  • iShares Core International Aggregate Bond Fund was a new Cornerstone Financial Partners position in Q4 2017.
  • iShares Core International Aggregate Bond Fund made up 0.21% of Cornerstone Financial Partners's portfolio in Q4 2017, its #83 holding.
  • Cornerstone Financial Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2016 and has held it in 4 quarters since.
  • Cornerstone Financial Partners's iShares Core International Aggregate Bond Fund position peaked at $1.06M in Q4 2016.
  • 63 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.