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IAGG icon

Lenox Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Lenox Wealth Management’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
Q2 		$97K Sell
1,746
-72
-4% -$3.98K 0.03% 204
2020
Q1 		$99K Sell
1,818
-175
-9% -$9.68K 0.03% 192
2019
Q4 		$109K Buy
1,993
+1,668
+513% +$91.9K 0.03% 204
2019
Q3 		$18K Buy
325
+31
+11% +$1.72K 0.01% 377
2019
Q2 		$16K Buy
294
+128
+77% +$6.85K ﹤0.01% 373
2019
Q1 		$9K Buy
+166
New +$8.73K ﹤0.01% 454

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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 $374B AUM 17.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Lenox Wealth Management's IAGG Position: Q2 2020 in Review

Lenox Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 4% in Q2 2020, selling an estimated $3.98K and leaving 1,746 shares worth $97K. The position accounts for 0.03% of the portfolio, ranked #204.

Lenox Wealth Management first reported a position in IAGG in Q1 2019 and has held it in 6 quarters since. The position peaked at $109K in Q4 2019. 198 funds tracked by Wall St. Rank hold IAGG as of Q2 2020.

  • Lenox Wealth Management held 1,746 shares of iShares Core International Aggregate Bond Fund worth $97K as of Q2 2020.
  • Lenox Wealth Management sold 72 iShares Core International Aggregate Bond Fund shares in Q2 2020, an estimated $3.98K.
  • iShares Core International Aggregate Bond Fund made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #204 holding.
  • Lenox Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $109K in Q4 2019.
  • 198 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.