AWM
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Altavista Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Altavista Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$57.1M Sell
500,106
-3,763
-0.7% -$430K 11.51% 1
2021
Q3 		$57.9M Buy
503,869
+11,808
+2% +$1.37M 12.86% 1
2021
Q2 		$56.7M Buy
492,061
+38,677
+9% +$4.43M 12.38% 1
2021
Q1 		$51.6M Buy
453,384
+23,242
+5% +$2.69M 12.59% 1
2020
Q4 		$50.8M Buy
430,142
+21,393
+5% +$2.52M 12.88% 1
2020
Q3 		$48.3M Buy
408,749
+48,380
+13% +$5.74M 13.27% 1
2020
Q2 		$42.6M Sell
360,369
-14,301
-4% -$1.67M 12.34% 1
2020
Q1 		$43.2M Sell
374,670
-6,940
-2% -$791K 14.76% 1
2019
Q4 		$42.9M Buy
381,610
+33,936
+10% +$3.82M 12.76% 1
2019
Q3 		$39.3M Buy
347,674
+46,721
+16% +$5.25M 12.23% 1
2019
Q2 		$33.5M Buy
300,953
+240,616
+399% +$26.3M 10.73% 1
2019
Q1 		$6.58M Buy
60,337
+20,112
+50% +$2.16M 2.33% 8
2018
Q4 		$4.28M Buy
40,225
+14,431
+56% +$1.51M 1.75% 17
2018
Q3 		$2.72M Buy
25,794
+3,363
+15% +$357K 1.01% 33
2018
Q2 		$2.38M Buy
22,431
+523
+2% +$55.5K 0.96% 33
2018
Q1 		$2.35M Sell
21,908
-1,026
-4% -$110K 0.99% 31
2017
Q4 		$2.51M Buy
22,934
+4,243
+23% +$464K 1.06% 32
2017
Q3 		$2.05M Buy
18,691
+4,148
+29% +$455K 0.97% 36
2017
Q2 		$1.59M Buy
14,543
+54
+0.4% +$5.9K 0.79% 43
2017
Q1 		$1.57M Buy
14,489
+350
+2% +$37.9K 0.79% 41
2016
Q4 		$1.53M Sell
14,139
-1,414
-9% -$155K 0.83% 39
2016
Q3 		$1.75M Buy
15,553
+371
+2% +$41.7K 0.95% 36
2016
Q2 		$1.71M Buy
15,182
+818
+6% +$90.8K 0.94% 38
2016
Q1 		$1.59M Buy
14,364
+264
+2% +$28.9K 0.9% 38
2015
Q4 		$1.52M Sell
14,100
-1,233
-8% -$134K 0.9% 37
2015
Q3 		$1.68M Buy
15,333
+1,598
+12% +$174K 1.11% 35
2015
Q2 		$1.49M Sell
13,735
-1,540
-10% -$169K 0.92% 39
2015
Q1 		$1.7M Buy
15,275
+570
+4% +$63.3K 1.05% 37
2014
Q4 		$1.62M Buy
14,705
+2,750
+23% +$303K 1% 36
2014
Q3 		$1.3M Buy
11,955
+300
+3% +$32.8K 0.84% 39
2014
Q2 		$1.27M Sell
11,655
-13,280
-53% -$1.44M 0.79% 40
2014
Q1 		$2.69M Buy
24,935
+330
+1% +$35.5K 1.64% 21
2013
Q4 		$2.62M Buy
24,605
+10,381
+73% +$1.11M 1.6% 21
2013
Q3 		$1.52M Buy
14,224
+11,910
+515% +$1.27M 0.99% 37
2013
Q2 		$248K Buy
+2,314
New +$254K 0.17% 101

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Altavista Wealth Management's AGG Position: Q4 2021 in Review

Altavista Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.75% in Q4 2021, selling an estimated $430K and leaving 500,106 shares worth $57.1M. The position accounts for 11.51% of the portfolio, ranked #1.

Altavista Wealth Management first reported a position in AGG in Q2 2013 and has held it in 35 quarters since. The position peaked at $57.9M in Q3 2021. 1,592 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • Altavista Wealth Management held 500,106 shares of iShares Core US Aggregate Bond ETF worth $57.1M as of Q4 2021.
  • Altavista Wealth Management sold 3,763 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $430K.
  • iShares Core US Aggregate Bond ETF made up 11.51% of Altavista Wealth Management's portfolio in Q4 2021, its #1 holding.
  • Altavista Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 35 quarters since.
  • Altavista Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $57.9M in Q3 2021.
  • 1,592 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.