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

MSI 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
2016
Q4 		$14K Buy
277
+180
+186% +$9.43K ﹤0.01% 2608
2016
Q3 		$5K Hold
97
– – ﹤0.01% 3135
2016
Q2 		$5K Buy
+97
New +$5.04K ﹤0.01% 3143

Other funds holding IAGG

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWG
Regal Wealth Group Seal Beach, California $162M AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFP
Cornerstone Financial Partners Huntersville, North Carolina $306M AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

MSI Financial Services's IAGG Position: Q4 2016 in Review

MSI Financial Services increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 186% in Q4 2016, buying an estimated $9.43K and bringing the position to 277 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

MSI Financial Services first reported a position in IAGG in Q2 2016 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold IAGG as of Q4 2016.

  • MSI Financial Services held 277 shares of iShares Core International Aggregate Bond Fund worth $14K as of Q4 2016.
  • MSI Financial Services bought 180 iShares Core International Aggregate Bond Fund shares in Q4 2016, an estimated $9.43K.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2608 holding.
  • MSI Financial Services first reported a position in iShares Core International Aggregate Bond Fund in Q2 2016 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.