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

Guidant 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 Q3	$154K	Buy	1,364 +2	+0.1%	+$225	0.06%	117
2019 Q2	$152K	Hold	1,362	–	–	0.06%	119
2019 Q1	$149K	Buy	1,362 +955	+235%	+$102K	0.06%	121
2018 Q4	$43K	Buy	+407	New	+$42.7K	0.02%	137
2017 Q3	–	Sell	-423	Closed	-$46K	–	193
2017 Q2	$46K	Sell	423 -1,255	-75%	-$137K	0.02%	112
2017 Q1	$182K	Sell	1,678 -916	-35%	-$99.1K	0.1%	70
2016 Q4	$282K	Sell	2,594 -13,471	-84%	-$1.48M	0.16%	59
2016 Q3	$1.79M	Buy	+16,065	New	+$1.81M	1.11%	30

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

Guidant Wealth Advisors's AGG Position: Q3 2019 in Review

Guidant Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.15% in Q3 2019, buying an estimated $225 and bringing the position to 1,364 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #117.

Guidant Wealth Advisors first reported a position in AGG in Q3 2016 and has held it in 8 quarters since. The position peaked at $1.79M in Q3 2016. 1,041 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

Guidant Wealth Advisors held 1,364 shares of iShares Core US Aggregate Bond ETF worth $154K as of Q3 2019.
Guidant Wealth Advisors bought 2 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $225.
iShares Core US Aggregate Bond ETF made up 0.06% of Guidant Wealth Advisors's portfolio in Q3 2019, its #117 holding.
Guidant Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.79M in Q3 2016.
1,041 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.