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Wealth Alliance Advisory Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Wealth Alliance Advisory 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
2018
Q4 		– Sell
-62,580
Closed -$3.27M – 131
2018
Q3 		$3.27M Buy
62,580
+2,038
+3% +$107K 1.67% 15
2018
Q2 		$3.19M Buy
60,542
+1,263
+2% +$66.3K 1.75% 16
2018
Q1 		$3.12M Buy
+59,279
New +$3.09M 1.82% 16

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Alliance Advisory Group's IAGG Position: Q4 2018 in Review

Wealth Alliance Advisory Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2018, closing a stake of 62,580 shares — an estimated $3.27M sold.

Wealth Alliance Advisory Group first reported a position in IAGG in Q1 2018 and held it in 3 quarters. The position peaked at $3.27M in Q3 2018. 110 funds tracked by Wall St. Rank hold IAGG as of Q4 2018.

  • Wealth Alliance Advisory Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 62,580 iShares Core International Aggregate Bond Fund shares in Q4 2018, an estimated $3.27M.
  • Wealth Alliance Advisory Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and held it in 3 quarters.
  • Wealth Alliance Advisory Group's iShares Core International Aggregate Bond Fund position peaked at $3.27M in Q3 2018.
  • 110 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2018.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2018, filed 28 Jan 2019.