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

Greenwich 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
2019 Q3	–	Sell	-3,489	Closed	-$389K	–	183
2019 Q2	$389K	Sell	3,489 -875	-20%	-$95.7K	0.07%	136
2019 Q1	$476K	Sell	4,364 -275	-6%	-$29.5K	0.08%	120
2018 Q4	$494K	Buy	4,639 +100	+2%	+$10.5K	0.1%	113
2018 Q3	$479K	Hold	4,539	–	–	0.08%	121
2018 Q2	$483K	Hold	4,539	–	–	0.09%	116
2018 Q1	$487K	Buy	4,539 +125	+3%	+$13.4K	0.08%	113
2017 Q4	$483K	Sell	4,414 -225	-5%	-$24.6K	0.08%	119
2017 Q3	$508K	Buy	4,639 +75	+2%	+$8.23K	0.09%	114
2017 Q2	$500K	Buy	4,564 +25	+0.6%	+$2.73K	0.08%	113
2017 Q1	$492K	Buy	+4,539	New	+$491K	0.07%	113

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Greenwich Wealth Management's AGG Position: Q3 2019 in Review

Greenwich Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2019, closing a stake of 3,489 shares — an estimated $389K sold.

Greenwich Wealth Management first reported a position in AGG in Q1 2017 and held it in 10 quarters. The position peaked at $508K in Q3 2017. 1,041 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

Greenwich Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
Greenwich Wealth Management sold 3,489 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $389K.
Greenwich Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and held it in 10 quarters.
Greenwich Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $508K in Q3 2017.
1,041 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on Greenwich Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.