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

Summit Financial’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
Q2 		– Sell
-9,208
Closed -$492K – 48
2019
Q1 		$492K Buy
9,208
+55
+0.6% +$2.89K 0.08% 39
2018
Q4 		$478K Buy
+9,153
New +$477K 0.09% 35

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Summit Financial's IAGG Position: Q2 2019 in Review

Summit Financial sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2019, closing a stake of 9,208 shares — an estimated $492K sold.

Summit Financial first reported a position in IAGG in Q4 2018 and held it in 2 quarters. The position peaked at $492K in Q1 2019. 149 funds tracked by Wall St. Rank hold IAGG as of Q2 2019.

  • Summit Financial reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2019 after selling out during the quarter.
  • Summit Financial sold 9,208 iShares Core International Aggregate Bond Fund shares in Q2 2019, an estimated $492K.
  • Summit Financial first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and held it in 2 quarters.
  • Summit Financial's iShares Core International Aggregate Bond Fund position peaked at $492K in Q1 2019.
  • 149 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2019.

Based on Summit Financial's 13F filing for Q2 2019, filed 1 Aug 2019.