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KCM Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

KCM Investment 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
Q2 		– Sell
-4,975
Closed -$543K – 325
2019
Q1 		$543K Hold
4,975
– – 0.04% 214
2018
Q4 		$530K Hold
4,975
– – 0.04% 317
2018
Q3 		$525K Buy
+4,975
New +$528K 0.03% 345

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KCM Investment Advisors's AGG Position: Q2 2019 in Review

KCM Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2019, closing a stake of 4,975 shares — an estimated $543K sold.

KCM Investment Advisors first reported a position in AGG in Q3 2018 and held it in 3 quarters. The position peaked at $543K in Q1 2019. 1,006 funds tracked by Wall St. Rank hold AGG as of Q2 2019.

  • KCM Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 4,975 iShares Core US Aggregate Bond ETF shares in Q2 2019, an estimated $543K.
  • KCM Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and held it in 3 quarters.
  • KCM Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $543K in Q1 2019.
  • 1,006 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2019.

Based on KCM Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.