Mountain Pacific Investment Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mountain Pacific Investment Advisers’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
2020 Q1	–	Sell	-1,794	Closed	-$202K	–	115
2019 Q4	$202K	Hold	1,794	–	–	0.02%	122
2019 Q3	$203K	Buy	+1,794	New	+$202K	0.02%	120
2018 Q4	–	Sell	-1,794	Closed	-$189K	–	110
2018 Q3	$189K	Sell	1,794 -200	-10%	-$21.2K	0.02%	116
2018 Q2	$212K	Hold	1,994	–	–	0.02%	112
2018 Q1	$214K	Buy	+1,994	New	+$214K	0.02%	112

Other funds holding AGG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mountain Pacific Investment Advisers's AGG Position: Q1 2020 in Review

Mountain Pacific Investment Advisers sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 1,794 shares — an estimated $202K sold.

Mountain Pacific Investment Advisers first reported a position in AGG in Q1 2018 and held it in 5 quarters. The position peaked at $214K in Q1 2018. 1,220 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

Mountain Pacific Investment Advisers reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
Mountain Pacific Investment Advisers sold 1,794 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $202K.
Mountain Pacific Investment Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 5 quarters.
Mountain Pacific Investment Advisers's iShares Core US Aggregate Bond ETF position peaked at $214K in Q1 2018.
1,220 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Mountain Pacific Investment Advisers's 13F filing for Q1 2020, filed 8 Apr 2020.