Hartford Financial Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Hartford Financial 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 Q4	–	Sell	-26	Closed	-$1K	–	348
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	350
2019 Q2	$1K	Buy	+26	New	+$1.39K	﹤0.01%	355
2019 Q1	–	Sell	-820	Closed	-$43K	–	376
2018 Q4	$43K	Hold	820	–	–	0.02%	222
2018 Q3	$43K	Hold	820	–	–	0.01%	236
2018 Q2	$43K	Buy	+820	New	+$43K	0.02%	233

Other funds holding IAGG

MMI

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

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

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

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Hartford Financial Management's IAGG Position: Q4 2019 in Review

Hartford Financial Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2019, closing a stake of 26 shares — an estimated $1K sold.

Hartford Financial Management first reported a position in IAGG in Q2 2018 and held it in 5 quarters. The position peaked at $43K in Q4 2018. 211 funds tracked by Wall St. Rank hold IAGG as of Q4 2019.

Hartford Financial Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
Hartford Financial Management sold 26 iShares Core International Aggregate Bond Fund shares in Q4 2019, an estimated $1K.
Hartford Financial Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2018 and held it in 5 quarters.
Hartford Financial Management's iShares Core International Aggregate Bond Fund position peaked at $43K in Q4 2018.
211 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2019.

Based on Hartford Financial Management's 13F filing for Q4 2019, filed 28 Jan 2020.