HL Financial Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

HL Financial 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
2019 Q1	$391K	Sell	7,316 -58	-0.8%	-$3.05K	0.01%	560
2018 Q4	$385K	Buy	7,374 +2,157	+41%	+$112K	0.01%	553
2018 Q3	$273K	Buy	+5,217	New	+$274K	﹤0.01%	662
2018 Q1	–	Sell	-4,115	Closed	-$214K	–	706
2017 Q4	$214K	Buy	4,115 +229	+6%	+$11.9K	﹤0.01%	576
2017 Q3	$201K	Buy	+3,886	New	+$201K	﹤0.01%	658

Other funds holding IAGG

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

HL Financial Services's IAGG Position: Q1 2019 in Review

HL Financial Services reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.79% in Q1 2019, selling an estimated $3.05K and leaving 7,316 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #560.

HL Financial Services first reported a position in IAGG in Q3 2017 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold IAGG as of Q1 2019.

HL Financial Services held 7,316 shares of iShares Core International Aggregate Bond Fund worth $391K as of Q1 2019.
HL Financial Services sold 58 iShares Core International Aggregate Bond Fund shares in Q1 2019, an estimated $3.05K.
iShares Core International Aggregate Bond Fund made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #560 holding.
HL Financial Services first reported a position in iShares Core International Aggregate Bond Fund in Q3 2017 and has held it in 5 quarters since.
129 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.