MVIP
AGG icon

Mar Vista Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mar Vista Investment 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 		– Sell
-10,599
Closed -$1.16M – 50
2017
Q4 		$1.16M Buy
10,599
+836
+9% +$91.4K 0.04% 38
2017
Q3 		$1.07M Hold
9,763
– – 0.04% 36
2017
Q2 		$1.07M Hold
9,763
– – 0.04% 36
2017
Q1 		$1.06M Hold
9,763
– – 0.04% 35
2016
Q4 		$1.05M Buy
9,763
+2,114
+28% +$232K 0.04% 34
2016
Q3 		$860K Hold
7,649
– – 0.04% 33
2016
Q2 		$861K Hold
7,649
– – 0.05% 37
2016
Q1 		$848K Hold
7,649
– – 0.05% 36
2015
Q4 		$826K Hold
7,649
– – 0.05% 36
2015
Q3 		$838K Hold
7,649
– – 0.05% 36
2015
Q2 		$832K Hold
7,649
– – 0.05% 36
2015
Q1 		$852K Hold
7,649
– – 0.05% 37
2014
Q4 		$842K Hold
7,649
– – 0.05% 39
2014
Q3 		$835K Hold
7,649
– – 0.05% 41
2014
Q2 		$837K Hold
7,649
– – 0.05% 42
2014
Q1 		$825K Hold
7,649
– – 0.05% 42
2013
Q4 		$814K Hold
7,649
– – 0.05% 42
2013
Q3 		$820K Hold
7,649
– – 0.06% 41
2013
Q2 		$820K Buy
+7,649
New +$840K 0.05% 41

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
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mar Vista Investment Partners's AGG Position: Q1 2018 in Review

Mar Vista Investment Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2018, closing a stake of 10,599 shares — an estimated $1.16M sold.

Mar Vista Investment Partners first reported a position in AGG in Q2 2013 and held it in 19 quarters. The position peaked at $1.16M in Q4 2017. 873 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

  • Mar Vista Investment Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Mar Vista Investment Partners sold 10,599 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $1.16M.
  • Mar Vista Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 19 quarters.
  • Mar Vista Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $1.16M in Q4 2017.
  • 873 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on Mar Vista Investment Partners's 13F filing for Q1 2018, filed 7 May 2018.