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Harfst & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Harfst & Associates’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
2017
Q3 		– Sell
-991
Closed -$108K – 88
2017
Q2 		$108K Sell
991
-39
-4% -$4.26K 0.04% 126
2017
Q1 		$111K Buy
+1,030
New +$111K 0.05% 110
2016
Q4 		– Sell
-3,249
Closed -$365K – 67
2016
Q3 		$365K Buy
+3,249
New +$365K 0.19% 42

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harfst & Associates's AGG Position: Q3 2017 in Review

Harfst & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2017, closing a stake of 991 shares — an estimated $108K sold.

Harfst & Associates first reported a position in AGG in Q3 2016 and held it in 3 quarters. The position peaked at $365K in Q3 2016. 761 funds tracked by Wall St. Rank hold AGG as of Q3 2017.

  • Harfst & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 991 iShares Core US Aggregate Bond ETF shares in Q3 2017, an estimated $108K.
  • Harfst & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and held it in 3 quarters.
  • Harfst & Associates's iShares Core US Aggregate Bond ETF position peaked at $365K in Q3 2016.
  • 761 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.