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Beacon Pointe Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$984K Sell
8,746
-1,172
-12% -$132K 0.18% 106
2019
Q3 		$1.12M Buy
9,918
+5,883
+146% +$661K 0.24% 92
2019
Q2 		$448K Buy
4,035
+249
+7% +$27.2K 0.09% 170
2019
Q1 		$413K Buy
3,786
+346
+10% +$37.1K 0.09% 170
2018
Q4 		$368K Buy
+3,440
New +$361K 0.13% 150

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Pointe Wealth Advisors's AGG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q4 2019, selling an estimated $132K and leaving 8,746 shares worth $984K. The position accounts for 0.18% of the portfolio, ranked #106.

Beacon Pointe Wealth Advisors first reported a position in AGG in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2019. 1,195 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 8,746 shares of iShares Core US Aggregate Bond ETF worth $984K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 1,172 iShares Core US Aggregate Bond ETF shares in Q4 2019, an estimated $132K.
  • iShares Core US Aggregate Bond ETF made up 0.18% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #106 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.12M in Q3 2019.
  • 1,195 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.