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Barry Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Barry Investment Advisors’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
2017
Q4 		– Sell
-5,800
Closed -$636K – 72
2017
Q3 		$636K Buy
+5,800
New +$637K 0.23% 42

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barry Investment Advisors's AGG Position: Q4 2017 in Review

Barry Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2017, closing a stake of 5,800 shares — an estimated $636K sold.

Barry Investment Advisors first reported a position in AGG in Q3 2017 and held it in 1 quarter. The position peaked at $636K in Q3 2017. 889 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

  • Barry Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Barry Investment Advisors sold 5,800 iShares Core US Aggregate Bond ETF shares in Q4 2017, an estimated $636K.
  • Barry Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and held it in 1 quarter.
  • Barry Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $636K in Q3 2017.
  • 889 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on Barry Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.