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

Ladenburg Thalmann 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 Q4	$14.1M	Buy	258,007 +77,223	+43%	+$4.25M	0.09%	223
2019 Q3	$10.1M	Buy	180,784 +24,885	+16%	+$1.38M	0.07%	273
2019 Q2	$8.49M	Buy	155,899 +5,846	+4%	+$313K	0.06%	303
2019 Q1	$8.02M	Buy	150,053 +49,718	+50%	+$2.62M	0.06%	300
2018 Q4	$5.24M	Buy	100,335 +80,200	+398%	+$4.18M	0.05%	359
2018 Q3	$1.05M	Buy	20,135 +6,559	+48%	+$344K	0.01%	1093
2018 Q2	$716K	Hold	13,576	–	–	0.01%	1279
2018 Q1	$716K	Buy	13,576 +2,113	+18%	+$110K	0.01%	1279
2017 Q4	$597K	Buy	11,463 +3,794	+49%	+$198K	0.01%	1421
2017 Q3	$396K	Buy	7,669 +1,174	+18%	+$60.8K	﹤0.01%	1615
2017 Q2	$337K	Hold	6,495	–	–	﹤0.01%	1661
2017 Q1	$337K	Hold	6,495	–	–	﹤0.01%	1566
2016 Q4	$337K	Buy	6,495 +95	+1%	+$4.97K	﹤0.01%	1477
2016 Q3	$343K	Buy	6,400 +1,800	+39%	+$96.1K	0.01%	1396
2016 Q2	$244K	Buy	+4,600	New	+$239K	﹤0.01%	1550

Other funds holding IAGG

MMI

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

CSIA

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CAC

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IAGG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 43% in Q4 2019, buying an estimated $4.25M and bringing the position to 258,007 shares worth $14.1M. The position accounts for 0.09% of the portfolio, ranked #223.

Ladenburg Thalmann Financial Services first reported a position in IAGG in Q2 2016 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold IAGG as of Q4 2019.

Ladenburg Thalmann Financial Services held 258,007 shares of iShares Core International Aggregate Bond Fund worth $14.1M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 77,223 iShares Core International Aggregate Bond Fund shares in Q4 2019, an estimated $4.25M.
iShares Core International Aggregate Bond Fund made up 0.09% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #223 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Core International Aggregate Bond Fund in Q2 2016 and has held it in 15 quarters since.
211 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.