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NFP Retirement Inc’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

NFP Retirement Inc’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
2021
Q1 		– Sell
-3,689
Closed -$207K – 125
2020
Q4 		$207K Sell
3,689
-455
-11% -$25.4K 0.13% 111
2020
Q3 		$231K Sell
4,144
-791
-16% -$44K 0.15% 98
2020
Q2 		$275K Sell
4,935
-790
-14% -$43.7K 0.2% 79
2020
Q1 		$313K Buy
5,725
+1,125
+24% +$62.2K 0.31% 57
2019
Q4 		$252K Buy
+4,600
New +$253K 0.23% 75

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Envestnet Asset Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NFP Retirement Inc's IAGG Position: Q1 2021 in Review

NFP Retirement Inc sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2021, closing a stake of 3,689 shares — an estimated $207K sold.

NFP Retirement Inc first reported a position in IAGG in Q4 2019 and held it in 5 quarters. The position peaked at $313K in Q1 2020. 252 funds tracked by Wall St. Rank hold IAGG as of Q1 2021.

  • NFP Retirement Inc reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • NFP Retirement Inc sold 3,689 iShares Core International Aggregate Bond Fund shares in Q1 2021, an estimated $207K.
  • NFP Retirement Inc first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 5 quarters.
  • NFP Retirement Inc's iShares Core International Aggregate Bond Fund position peaked at $313K in Q1 2020.
  • 252 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2021.

Based on NFP Retirement Inc's 13F filing for Q1 2021, filed 13 Feb 2025.