First Allied Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

First Allied Advisory Services’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 Q3	$389K	Sell	6,997 -89	-1%	-$4.96K	0.01%	804
2020 Q2	$395K	Buy	7,086 +1,713	+32%	+$94.7K	0.01%	722
2020 Q1	$294K	Sell	5,373 -103	-2%	-$5.7K	0.01%	764
2019 Q4	$300K	Buy	5,476 +186	+4%	+$10.2K	0.01%	931
2019 Q3	$296K	Buy	5,290 +386	+8%	+$21.4K	0.01%	901
2019 Q2	$267K	Buy	4,904 +1	+0%	+$54	0.01%	945
2019 Q1	$263K	Buy	+4,903	New	+$258K	0.01%	934
2018 Q1	–	Sell	-2,154	Closed	-$111K	–	1292
2017 Q4	$111K	Buy	+2,154	New	+$112K	﹤0.01%	1186
2017 Q3	–	Sell	-8,703	Closed	-$450K	–	1159
2017 Q2	$450K	Buy	8,703 +14	+0.2%	+$729	0.02%	655
2017 Q1	$450K	Buy	8,689 +480	+6%	+$24.7K	0.02%	627
2016 Q4	$426K	Buy	8,209 +1,408	+21%	+$73.7K	0.02%	640
2016 Q3	$364K	Buy	+6,801	New	+$363K	0.02%	669

Other funds holding IAGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

First Allied Advisory Services's IAGG Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.3% in Q3 2020, selling an estimated $4.96K and leaving 6,997 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #804.

First Allied Advisory Services first reported a position in IAGG in Q3 2016 and has held it in 12 quarters since. The position peaked at $450K in Q2 2017. 208 funds tracked by Wall St. Rank hold IAGG as of Q3 2020.

First Allied Advisory Services held 6,997 shares of iShares Core International Aggregate Bond Fund worth $389K as of Q3 2020.
First Allied Advisory Services sold 89 iShares Core International Aggregate Bond Fund shares in Q3 2020, an estimated $4.96K.
iShares Core International Aggregate Bond Fund made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #804 holding.
First Allied Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q3 2016 and has held it in 12 quarters since.
First Allied Advisory Services's iShares Core International Aggregate Bond Fund position peaked at $450K in Q2 2017.
208 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.