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Navellier & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Navellier & Associates’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
Q4 		– Sell
-3,411
Closed -$386K – 283
2019
Q3 		$386K Buy
+3,411
New +$383K 0.06% 201
2015
Q3 		– Sell
-3,512
Closed -$382K – 326
2015
Q2 		$382K Buy
+3,512
New +$386K 0.03% 247

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Navellier & Associates's AGG Position: Q4 2019 in Review

Navellier & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2019, closing a stake of 3,411 shares — an estimated $386K sold.

Navellier & Associates first reported a position in AGG in Q2 2015 and held it in 2 quarters. The position peaked at $386K in Q3 2019. 1,195 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

  • Navellier & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Navellier & Associates sold 3,411 iShares Core US Aggregate Bond ETF shares in Q4 2019, an estimated $386K.
  • Navellier & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and held it in 2 quarters.
  • Navellier & Associates's iShares Core US Aggregate Bond ETF position peaked at $386K in Q3 2019.
  • 1,195 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on Navellier & Associates's 13F filing for Q4 2019, filed 12 Feb 2020.