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R.W. Roge & Company’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

R.W. Roge & Company’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
2020
Q1 		– Sell
-41,339
Closed -$2.28M – 36
2019
Q4 		$2.28M Buy
+41,339
New +$2.28M 2.27% 13

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

R.W. Roge & Company's IAGG Position: Q1 2020 in Review

R.W. Roge & Company sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2020, closing a stake of 41,339 shares — an estimated $2.28M sold.

R.W. Roge & Company first reported a position in IAGG in Q4 2019 and held it in 1 quarter. The position peaked at $2.28M in Q4 2019. 214 funds tracked by Wall St. Rank hold IAGG as of Q1 2020.

  • R.W. Roge & Company reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
  • R.W. Roge & Company sold 41,339 iShares Core International Aggregate Bond Fund shares in Q1 2020, an estimated $2.28M.
  • R.W. Roge & Company first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 1 quarter.
  • R.W. Roge & Company's iShares Core International Aggregate Bond Fund position peaked at $2.28M in Q4 2019.
  • 214 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2020.

Based on R.W. Roge & Company's 13F filing for Q1 2020, filed 22 Apr 2020.