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

TCI Wealth 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
-300
Closed -$16K – 1549
2020
Q1 		$16K Hold
300
– – 0.01% 485
2019
Q4 		$16K Buy
+300
New +$16.5K 0.01% 600

Other funds holding IAGG

BlackRock
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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
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

TCI Wealth Advisors's IAGG Position: Q2 2020 in Review

TCI Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2020, closing a stake of 300 shares — an estimated $16K sold.

TCI Wealth Advisors first reported a position in IAGG in Q4 2019 and held it in 2 quarters. The position peaked at $16K in Q1 2020. 198 funds tracked by Wall St. Rank hold IAGG as of Q2 2020.

  • TCI Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 300 iShares Core International Aggregate Bond Fund shares in Q2 2020, an estimated $16K.
  • TCI Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 2 quarters.
  • TCI Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $16K in Q1 2020.
  • 198 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.