Hefty Wealth Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$92K	Buy	+1,749	New	+$91.1K	0.06%	109

Other funds holding IAGG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

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

Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

Hefty Wealth Partners's IAGG Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q1 2018: 1,749 shares worth $92K. The stake represents 0.06% of the portfolio and ranks #109 among its holdings.

73 funds tracked by Wall St. Rank hold IAGG as of Q1 2018.

Hefty Wealth Partners held 1,749 shares of iShares Core International Aggregate Bond Fund worth $92K as of Q1 2018.
iShares Core International Aggregate Bond Fund was a new Hefty Wealth Partners position in Q1 2018.
iShares Core International Aggregate Bond Fund made up 0.06% of Hefty Wealth Partners's portfolio in Q1 2018, its #109 holding.
73 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.