OPWM
AGG icon

Oak Point Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Oak Point Wealth Management’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 		$20K Sell
191
-34,021
-99% -$3.65M 0.02% 130
2017
Q4 		$3.75M Buy
+34,212
New +$3.74M 3.7% 3

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

Oak Point Wealth Management's AGG Position: Q1 2018 in Review

Oak Point Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 99% in Q1 2018, selling an estimated $3.65M and leaving 191 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #130.

Oak Point Wealth Management first reported a position in AGG in Q4 2017 and has held it in 2 quarters since. The position peaked at $3.75M in Q4 2017. 873 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

  • Oak Point Wealth Management held 191 shares of iShares Core US Aggregate Bond ETF worth $20K as of Q1 2018.
  • Oak Point Wealth Management sold 34,021 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $3.65M.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Oak Point Wealth Management's portfolio in Q1 2018, its #130 holding.
  • Oak Point Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.75M in Q4 2017.
  • 873 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.