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

Elite 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
2014
Q4 		– Sell
-33
Closed -$4K – 80
2014
Q3 		$4K Hold
33
– – ﹤0.01% 383
2014
Q2 		$4K Hold
33
– – ﹤0.01% 321
2014
Q1 		$4K Hold
33
– – ﹤0.01% 286
2013
Q4 		$4K Hold
33
– – ﹤0.01% 499
2013
Q3 		$4K Hold
33
– – ﹤0.01% 360
2013
Q2 		$4K Buy
+33
New +$3.63K 0.01% 254

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Elite Wealth Management's AGG Position: Q4 2014 in Review

Elite Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2014, closing a stake of 33 shares — an estimated $4K sold.

Elite Wealth Management first reported a position in AGG in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q3 2014. 538 funds tracked by Wall St. Rank hold AGG as of Q4 2014.

  • Elite Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 33 iShares Core US Aggregate Bond ETF shares in Q4 2014, an estimated $4K.
  • Elite Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $4K in Q3 2014.
  • 538 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.