Mackenzie Financial
IAGG icon

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

Mackenzie Financial’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
Q2 		– Sell
-691,495
Closed -$37M – 1168
2019
Q1 		$37M Buy
691,495
+24,623
+4% +$1.3M 0.09% 208
2018
Q4 		$34.8M Buy
+666,872
New +$34.8M 0.09% 191

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Mackenzie Financial's IAGG Position: Q2 2019 in Review

Mackenzie Financial sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2019, closing a stake of 691,495 shares — an estimated $37M sold.

Mackenzie Financial first reported a position in IAGG in Q4 2018 and held it in 2 quarters. The position peaked at $37M in Q1 2019. 149 funds tracked by Wall St. Rank hold IAGG as of Q2 2019.

  • Mackenzie Financial reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2019 after selling out during the quarter.
  • Mackenzie Financial sold 691,495 iShares Core International Aggregate Bond Fund shares in Q2 2019, an estimated $37M.
  • Mackenzie Financial first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and held it in 2 quarters.
  • Mackenzie Financial's iShares Core International Aggregate Bond Fund position peaked at $37M in Q1 2019.
  • 149 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2019.

Based on Mackenzie Financial's 13F filing for Q2 2019, filed 14 Aug 2019.