WP
IAGG icon

WealthSource Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

WealthSource Partners’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
Q4 		– Sell
-13,876
Closed -$774K – 433
2019
Q3 		$774K Sell
13,876
-26,384
-66% -$1.46M 0.12% 178
2019
Q2 		$2.19M Buy
+40,260
New +$2.15M 0.35% 72
2018
Q2 		– Sell
-7,524
Closed -$396K – 306
2018
Q1 		$396K Buy
+7,524
New +$392K 0.12% 171

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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

WealthSource Partners's IAGG Position: Q4 2019 in Review

WealthSource Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2019, closing a stake of 13,876 shares — an estimated $774K sold.

WealthSource Partners first reported a position in IAGG in Q1 2018 and held it in 3 quarters. The position peaked at $2.19M in Q2 2019. 211 funds tracked by Wall St. Rank hold IAGG as of Q4 2019.

  • WealthSource Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 13,876 iShares Core International Aggregate Bond Fund shares in Q4 2019, an estimated $774K.
  • WealthSource Partners first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and held it in 3 quarters.
  • WealthSource Partners's iShares Core International Aggregate Bond Fund position peaked at $2.19M in Q2 2019.
  • 211 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.