Intelligence Driven Advisers’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Intelligence Driven Advisers’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 Q3	–	Sell	-17,433	Closed	-$971K	–	88
2020 Q2	$971K	Buy	17,433 +2,430	+16%	+$134K	0.34%	46
2020 Q1	$821K	Sell	15,003 -1,556	-9%	-$86.1K	0.38%	45
2019 Q4	$907K	Buy	16,559 +5,134	+45%	+$283K	0.41%	41
2019 Q3	$637K	Sell	11,425 -3,964	-26%	-$219K	0.3%	44
2019 Q2	$838K	Buy	15,389 +3,724	+32%	+$199K	0.4%	42
2019 Q1	$624K	Buy	11,665 +981	+9%	+$51.6K	0.34%	41
2018 Q4	$558K	Buy	+10,684	New	+$557K	0.35%	49

Other funds holding IAGG

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

MMI

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

PFA

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Intelligence Driven Advisers's IAGG Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2020, closing a stake of 17,433 shares — an estimated $971K sold.

Intelligence Driven Advisers first reported a position in IAGG in Q4 2018 and held it in 7 quarters. The position peaked at $971K in Q2 2020. 208 funds tracked by Wall St. Rank hold IAGG as of Q3 2020.

Intelligence Driven Advisers reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 17,433 iShares Core International Aggregate Bond Fund shares in Q3 2020, an estimated $971K.
Intelligence Driven Advisers first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's iShares Core International Aggregate Bond Fund position peaked at $971K in Q2 2020.
208 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.