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 $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

AIA

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

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 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.