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

Paulson 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
2018
Q1 		– Sell
-1,757
Closed -$91K – 289
2017
Q4 		$91K Buy
+1,757
New +$91.6K 0.08% 144

Other funds holding IAGG

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BlackRock New York $5.72T AUM 30.48% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

Paulson Wealth Management's IAGG Position: Q1 2018 in Review

Paulson Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2018, closing a stake of 1,757 shares — an estimated $91K sold.

Paulson Wealth Management first reported a position in IAGG in Q4 2017 and held it in 1 quarter. The position peaked at $91K in Q4 2017. 73 funds tracked by Wall St. Rank hold IAGG as of Q1 2018.

  • Paulson Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 1,757 iShares Core International Aggregate Bond Fund shares in Q1 2018, an estimated $91K.
  • Paulson Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $91K in Q4 2017.
  • 73 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.