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

IBEX 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 		– Sell
-1,158
Closed -$128K – 100
2019
Q2 		$128K Buy
+1,158
New +$127K 0.04% 153
2017
Q1 		– Sell
-1,497
Closed -$162K – 85
2016
Q4 		$162K Sell
1,497
-5,819
-80% -$638K 0.08% 120
2016
Q3 		$823K Buy
+7,316
New +$823K 0.45% 71

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2019, closing a stake of 1,158 shares — an estimated $128K sold.

IBEX Wealth Advisors first reported a position in AGG in Q3 2016 and held it in 3 quarters. The position peaked at $823K in Q3 2016. 1,041 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,158 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $128K.
  • IBEX Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $823K in Q3 2016.
  • 1,041 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

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