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Huber Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Huber Financial Advisors’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
Q1 		$822K Sell
15,024
-3,365
-18% -$186K 0.31% 42
2019
Q4 		$1.01M Sell
18,389
-19,167
-51% -$1.06M 0.35% 40
2019
Q3 		$2.1M Buy
37,556
+31,505
+521% +$1.74M 0.82% 18
2019
Q2 		$330K Buy
+6,051
New +$324K 0.14% 84

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Huber Financial Advisors's IAGG Position: Q1 2020 in Review

Huber Financial Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 18% in Q1 2020, selling an estimated $186K and leaving 15,024 shares worth $822K. The position accounts for 0.31% of the portfolio, ranked #42.

Huber Financial Advisors first reported a position in IAGG in Q2 2019 and has held it in 4 quarters since. The position peaked at $2.1M in Q3 2019. 214 funds tracked by Wall St. Rank hold IAGG as of Q1 2020.

  • Huber Financial Advisors held 15,024 shares of iShares Core International Aggregate Bond Fund worth $822K as of Q1 2020.
  • Huber Financial Advisors sold 3,365 iShares Core International Aggregate Bond Fund shares in Q1 2020, an estimated $186K.
  • iShares Core International Aggregate Bond Fund made up 0.31% of Huber Financial Advisors's portfolio in Q1 2020, its #42 holding.
  • Huber Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and has held it in 4 quarters since.
  • Huber Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $2.1M in Q3 2019.
  • 214 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.