Sage Advisory Services
IAGG icon

Sage Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Sage Advisory 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
2018
Q1 		– Sell
-593,863
Closed -$31M – 55
2017
Q4 		$31M Sell
593,863
-224,905
-27% -$11.7M 3.11% 8
2017
Q3 		$42.3M Buy
+818,768
New +$42.4M 4.55% 7

Other funds holding IAGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Divergent Wealth Advisors
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
Oarsman Capital
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

Sage Advisory Services's IAGG Position: Q1 2018 in Review

Sage Advisory Services sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2018, closing a stake of 593,863 shares — an estimated $31M sold.

Sage Advisory Services first reported a position in IAGG in Q3 2017 and held it in 2 quarters. The position peaked at $42.3M in Q3 2017. 73 funds tracked by Wall St. Rank hold IAGG as of Q1 2018.

  • Sage Advisory Services reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2018 after selling out during the quarter.
  • Sage Advisory Services sold 593,863 iShares Core International Aggregate Bond Fund shares in Q1 2018, an estimated $31M.
  • Sage Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q3 2017 and held it in 2 quarters.
  • Sage Advisory Services's iShares Core International Aggregate Bond Fund position peaked at $42.3M in Q3 2017.
  • 73 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2018.

Based on Sage Advisory Services's 13F filing for Q1 2018, filed 2 May 2018.