DWM
IAGG icon

Destination Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Destination Wealth 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
Q3 		– Sell
-161
Closed -$9K – 290
2019
Q2 		$9K Buy
+161
New +$8.62K ﹤0.01% 440

Other funds holding IAGG

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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Destination Wealth Management's IAGG Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2019, closing a stake of 161 shares — an estimated $9K sold.

Destination Wealth Management first reported a position in IAGG in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 164 funds tracked by Wall St. Rank hold IAGG as of Q3 2019.

  • Destination Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 161 iShares Core International Aggregate Bond Fund shares in Q3 2019, an estimated $9K.
  • Destination Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $9K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.