Sargent Bickham Lagudis’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Sargent Bickham Lagudis’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	-13,091	Closed	-$736K	–	953
2020 Q4	$736K	Buy	+13,091	New	+$731K	0.07%	128
2019 Q1	–	Sell	-1,467	Closed	-$77K	–	819
2018 Q4	$77K	Buy	1,467 +1,215	+482%	+$63.3K	0.01%	306
2018 Q3	$13K	Buy	+252	New	+$13.2K	﹤0.01%	565
2018 Q2	–	Sell	-265	Closed	-$14K	–	769
2018 Q1	$14K	Sell	265 -117	-31%	-$6.09K	﹤0.01%	531
2017 Q4	$20K	Sell	382 -241	-39%	-$12.6K	﹤0.01%	494
2017 Q3	$32K	Buy	623 +516	+482%	+$26.7K	﹤0.01%	434
2017 Q2	$6K	Buy	+107	New	+$5.57K	﹤0.01%	637

Other funds holding IAGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sargent Bickham Lagudis's IAGG Position: Q1 2021 in Review

Sargent Bickham Lagudis sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2021, closing a stake of 13,091 shares — an estimated $736K sold.

Sargent Bickham Lagudis first reported a position in IAGG in Q2 2017 and held it in 7 quarters. The position peaked at $736K in Q4 2020. 252 funds tracked by Wall St. Rank hold IAGG as of Q1 2021.

Sargent Bickham Lagudis reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
Sargent Bickham Lagudis sold 13,091 iShares Core International Aggregate Bond Fund shares in Q1 2021, an estimated $736K.
Sargent Bickham Lagudis first reported a position in iShares Core International Aggregate Bond Fund in Q2 2017 and held it in 7 quarters.
Sargent Bickham Lagudis's iShares Core International Aggregate Bond Fund position peaked at $736K in Q4 2020.
252 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2021, filed 24 May 2021.