Hefty Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$670K	Sell	6,243 -54,502	-90%	-$5.85M	0.43%	72
2017 Q4	$6.64M	Buy	60,745 +22,271	+58%	+$2.43M	4.11%	3
2017 Q3	$4.22M	Buy	38,474 +443	+1%	+$48.6K	2.79%	6
2017 Q2	$4.16M	Buy	38,031 +3,018	+9%	+$330K	2.84%	7
2017 Q1	$3.8M	Buy	35,013 +1,665	+5%	+$180K	2.76%	6
2016 Q4	$3.6M	Sell	33,348 -25,819	-44%	-$2.83M	3.02%	6
2016 Q3	$6.65M	Buy	59,167 +5,080	+9%	+$571K	5.05%	2
2016 Q2	$6.09M	Buy	54,087 +3,395	+7%	+$377K	5.03%	1
2016 Q1	$5.62M	Sell	50,692 -11,425	-18%	-$1.25M	5.25%	1
2015 Q4	$6.71M	Buy	+62,117	New	+$6.76M	6.4%	1

Other funds holding AGG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MFRM

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

TAIM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hefty Wealth Partners's AGG Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 90% in Q1 2018, selling an estimated $5.85M and leaving 6,243 shares worth $670K. The position accounts for 0.43% of the portfolio, ranked #72.

Hefty Wealth Partners first reported a position in AGG in Q4 2015 and has held it in 10 quarters since. The position peaked at $6.71M in Q4 2015. 872 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

Hefty Wealth Partners held 6,243 shares of iShares Core US Aggregate Bond ETF worth $670K as of Q1 2018.
Hefty Wealth Partners sold 54,502 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $5.85M.
iShares Core US Aggregate Bond ETF made up 0.43% of Hefty Wealth Partners's portfolio in Q1 2018, its #72 holding.
Hefty Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $6.71M in Q4 2015.
872 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.