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 $5.7T AUM 30.48% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

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

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