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

Mountain Capital 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
2018
Q1 		– Sell
-2,807
Closed -$307K – 34
2017
Q4 		$307K Hold
2,807
– – 0.3% 27
2017
Q3 		$308K Buy
2,807
+18
+0.6% +$1.98K 0.27% 23
2017
Q2 		$305K Buy
+2,789
New +$305K 0.3% 18

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

Mountain Capital Investment Advisors's AGG Position: Q1 2018 in Review

Mountain Capital Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2018, closing a stake of 2,807 shares — an estimated $307K sold.

Mountain Capital Investment Advisors first reported a position in AGG in Q2 2017 and held it in 3 quarters. The position peaked at $308K in Q3 2017. 873 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

  • Mountain Capital Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,807 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $307K.
  • Mountain Capital Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $308K in Q3 2017.
  • 873 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2018, filed 23 Apr 2018.