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Well Done LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Well Done LLC’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
Q1 		– Sell
-44
Closed -$2K – 370
2018
Q4 		$2K Buy
+44
New +$2.29K ﹤0.01% 635
2018
Q2 		– Sell
-37
Closed -$2K – 297
2018
Q1 		$2K Buy
+37
New +$1.93K ﹤0.01% 571

Other funds holding IAGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Well Done LLC's IAGG Position: Q1 2019 in Review

Well Done LLC sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2019, closing a stake of 44 shares — an estimated $2K sold.

Well Done LLC first reported a position in IAGG in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 129 funds tracked by Wall St. Rank hold IAGG as of Q1 2019.

  • Well Done LLC reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 44 iShares Core International Aggregate Bond Fund shares in Q1 2019, an estimated $2K.
  • Well Done LLC first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's iShares Core International Aggregate Bond Fund position peaked at $2K in Q4 2018.
  • 129 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.