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TCG Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

TCG Advisors’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
Q2 		– Sell
-9,759
Closed -$534K – 139
2020
Q1 		$534K Sell
9,759
-4,363
-31% -$241K 0.44% 67
2019
Q4 		$774K Buy
14,122
+241
+2% +$13.3K 0.46% 72
2019
Q3 		$774K Buy
13,881
+10,072
+264% +$557K 0.56% 64
2019
Q2 		$208K Buy
+3,809
New +$204K 0.19% 82

Other funds holding IAGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $424B AUM 22.96% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCG Advisors's IAGG Position: Q2 2020 in Review

TCG Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2020, closing a stake of 9,759 shares — an estimated $534K sold.

TCG Advisors first reported a position in IAGG in Q2 2019 and held it in 4 quarters. The position peaked at $774K in Q4 2019. 198 funds tracked by Wall St. Rank hold IAGG as of Q2 2020.

  • TCG Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • TCG Advisors sold 9,759 iShares Core International Aggregate Bond Fund shares in Q2 2020, an estimated $534K.
  • TCG Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and held it in 4 quarters.
  • TCG Advisors's iShares Core International Aggregate Bond Fund position peaked at $774K in Q4 2019.
  • 198 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2020.

Based on TCG Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.