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Financial Architects (New Jersey)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Financial Architects (New Jersey)’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
2016
Q4 		– Sell
-100
Closed -$5K – 1442
2016
Q3 		$5K Buy
+100
New +$5.34K ﹤0.01% 1142

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PFM
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Bank of America
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RWG
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Commonwealth Equity Services
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CFP
Cornerstone Financial Partners Huntersville, North Carolina $306M AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Financial Architects (New Jersey)'s IAGG Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2016, closing a stake of 100 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in IAGG in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 20 funds tracked by Wall St. Rank hold IAGG as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 iShares Core International Aggregate Bond Fund shares in Q4 2016, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in iShares Core International Aggregate Bond Fund in Q3 2016 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s iShares Core International Aggregate Bond Fund position peaked at $5K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.