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

Patriot 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
Q3 		– Sell
-2,415
Closed -$257K – 81
2018
Q2 		$257K Hold
2,415
– – 0.04% 77
2018
Q1 		$259K Hold
2,415
– – 0.04% 81
2017
Q4 		$264K Buy
+2,415
New +$264K 0.04% 83

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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Patriot Wealth Management's AGG Position: Q3 2018 in Review

Patriot Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2018, closing a stake of 2,415 shares — an estimated $257K sold.

Patriot Wealth Management first reported a position in AGG in Q4 2017 and held it in 3 quarters. The position peaked at $264K in Q4 2017. 863 funds tracked by Wall St. Rank hold AGG as of Q3 2018.

  • Patriot Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 2,415 iShares Core US Aggregate Bond ETF shares in Q3 2018, an estimated $257K.
  • Patriot Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Patriot Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $264K in Q4 2017.
  • 863 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2018.

Based on Patriot Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.