FWM
IAGG icon

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

Frontier 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
2020
Q4 		– Sell
-4,363
Closed -$243K – 382
2020
Q3 		$243K Buy
+4,363
New +$243K 0.02% 314

Other funds holding IAGG

BlackRock
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Frontier Wealth Management's IAGG Position: Q4 2020 in Review

Frontier Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2020, closing a stake of 4,363 shares — an estimated $243K sold.

Frontier Wealth Management first reported a position in IAGG in Q3 2020 and held it in 1 quarter. The position peaked at $243K in Q3 2020. 239 funds tracked by Wall St. Rank hold IAGG as of Q4 2020.

  • Frontier Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 4,363 iShares Core International Aggregate Bond Fund shares in Q4 2020, an estimated $243K.
  • Frontier Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and held it in 1 quarter.
  • Frontier Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $243K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2020.

Based on Frontier Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.