LifePlan Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

LifePlan Financial Group’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	$161K	Buy	2,894 +922	+47%	+$51.3K	0.07%	148
2020 Q2	$110K	Sell	1,972 -470	-19%	-$26K	0.05%	171
2020 Q1	$134K	Hold	2,442	–	–	0.07%	143
2019 Q4	$134K	Hold	2,442	–	–	0.06%	161
2019 Q3	$136K	Buy	2,442 +17	+0.7%	+$940	0.06%	156
2019 Q2	$132K	Hold	2,425	–	–	0.06%	157
2019 Q1	$130K	Hold	2,425	–	–	0.07%	159
2018 Q4	$127K	Hold	2,425	–	–	0.08%	154
2018 Q3	$127K	Buy	2,425 +1,900	+362%	+$99.8K	0.07%	158
2018 Q2	$28K	Hold	525	–	–	0.02%	296
2018 Q1	$28K	Buy	+525	New	+$27.3K	0.02%	285

Other funds holding IAGG

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

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

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

CSIA

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

PFM

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

LifePlan Financial Group's IAGG Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 47% in Q3 2020, buying an estimated $51.3K and bringing the position to 2,894 shares worth $161K. The position accounts for 0.07% of the portfolio, ranked #148.

LifePlan Financial Group first reported a position in IAGG in Q1 2018 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold IAGG as of Q3 2020.

LifePlan Financial Group held 2,894 shares of iShares Core International Aggregate Bond Fund worth $161K as of Q3 2020.
LifePlan Financial Group bought 922 iShares Core International Aggregate Bond Fund shares in Q3 2020, an estimated $51.3K.
iShares Core International Aggregate Bond Fund made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #148 holding.
LifePlan Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and has held it in 11 quarters since.
208 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.