Pinnacle Advisory Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Pinnacle Advisory 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
2021 Q1	$1.46M	Buy	26,525 +5,985	+29%	+$332K	0.07%	97
2020 Q4	$1.16M	Buy	20,540 +2,722	+15%	+$152K	0.07%	89
2020 Q3	$992K	Buy	17,818 +7,080	+66%	+$394K	0.07%	92
2020 Q2	$598K	Buy	10,738 +747	+7%	+$41.3K	0.04%	115
2020 Q1	$546K	Buy	+9,991	New	+$553K	0.05%	102

Other funds holding IAGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 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 $4.9B AUM 23.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Pinnacle Advisory Group's IAGG Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 29% in Q1 2021, buying an estimated $332K and bringing the position to 26,525 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #97.

Pinnacle Advisory Group first reported a position in IAGG in Q1 2020 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold IAGG as of Q1 2021.

Pinnacle Advisory Group held 26,525 shares of iShares Core International Aggregate Bond Fund worth $1.46M as of Q1 2021.
Pinnacle Advisory Group bought 5,985 iShares Core International Aggregate Bond Fund shares in Q1 2021, an estimated $332K.
iShares Core International Aggregate Bond Fund made up 0.07% of Pinnacle Advisory Group's portfolio in Q1 2021, its #97 holding.
Pinnacle Advisory Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and has held it in 5 quarters since.
251 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.