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SevenBridge Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-32
Closed -$2K – 336
2019
Q2 		$2K Buy
32
+29
+967% +$1.55K ﹤0.01% 590
2019
Q1 		$0 Hold
3
– – ﹤0.01% 610
2018
Q4 		$0 Buy
+3
New +$156 ﹤0.01% 585

Other funds holding IAGG

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
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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

SevenBridge Financial Group's IAGG Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2019, closing a stake of 32 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in IAGG in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 164 funds tracked by Wall St. Rank hold IAGG as of Q3 2019.

  • SevenBridge Financial Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 32 iShares Core International Aggregate Bond Fund shares in Q3 2019, an estimated $2K.
  • SevenBridge Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and held it in 3 quarters.
  • SevenBridge Financial Group's iShares Core International Aggregate Bond Fund position peaked at $2K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.