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Biltmore Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Biltmore Capital 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
2021
Q4 		$1.06M Buy
+9,253
New +$1.06M 0.18% 61
2019
Q1 		– Sell
-38,813
Closed -$4.15M – 65
2018
Q4 		$4.15M Buy
+38,813
New +$4.07M 4.46% 6

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

Biltmore Capital Advisors's AGG Position: Q4 2021 in Review

Biltmore Capital Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2021: 9,253 shares worth $1.06M. The stake represents 0.18% of the portfolio and ranks #61 among its holdings. This is a return to the name: Biltmore Capital Advisors previously reported a position in AGG as recently as Q4 2018.

Biltmore Capital Advisors first reported a position in AGG in Q4 2018 and has held it in 2 quarters since. The position peaked at $4.15M in Q4 2018. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • Biltmore Capital Advisors held 9,253 shares of iShares Core US Aggregate Bond ETF worth $1.06M as of Q4 2021.
  • iShares Core US Aggregate Bond ETF was a new Biltmore Capital Advisors position in Q4 2021.
  • iShares Core US Aggregate Bond ETF made up 0.18% of Biltmore Capital Advisors's portfolio in Q4 2021, its #61 holding.
  • Biltmore Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • Biltmore Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.15M in Q4 2018.
  • 1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.