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

Evergreen 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
2020
Q1 		– Sell
-169,106
Closed -$9.27M – 13
2019
Q4 		$9.27M Buy
169,106
+3,896
+2% +$215K 5.25% 6
2019
Q3 		$9.22M Buy
165,210
+5,737
+4% +$317K 5.63% 5
2019
Q2 		$8.69M Buy
+159,473
New +$8.53M 5.45% 6

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Evergreen Advisors's IAGG Position: Q1 2020 in Review

Evergreen Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2020, closing a stake of 169,106 shares — an estimated $9.27M sold.

Evergreen Advisors first reported a position in IAGG in Q2 2019 and held it in 3 quarters. The position peaked at $9.27M in Q4 2019. 214 funds tracked by Wall St. Rank hold IAGG as of Q1 2020.

  • Evergreen Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
  • Evergreen Advisors sold 169,106 iShares Core International Aggregate Bond Fund shares in Q1 2020, an estimated $9.27M.
  • Evergreen Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and held it in 3 quarters.
  • Evergreen Advisors's iShares Core International Aggregate Bond Fund position peaked at $9.27M in Q4 2019.
  • 214 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2020.

Based on Evergreen Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.