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

Peachtree 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
Q4 		– Sell
-5,470
Closed -$577K – 74
2018
Q3 		$577K Hold
5,470
– – 0.39% 47
2018
Q2 		$582K Sell
5,470
-121
-2% -$12.8K 0.42% 44
2018
Q1 		$600K Sell
5,591
-755
-12% -$81.1K 0.45% 42
2017
Q4 		$694K Sell
6,346
-1,920
-23% -$210K 0.53% 40
2017
Q3 		$906K Sell
8,266
-915
-10% -$100K 0.78% 35
2017
Q2 		$1M Sell
9,181
-20,958
-70% -$2.29M 0.86% 35
2017
Q1 		$3.27M Sell
30,139
-365
-1% -$39.5K 3% 6
2016
Q4 		$3.3M Sell
30,504
-3,553
-10% -$389K 3.23% 6
2016
Q3 		$3.83M Sell
34,057
-5,085
-13% -$572K 3.76% 4
2016
Q2 		$4.41M Sell
39,142
-3,529
-8% -$392K 4.48% 2
2016
Q1 		$4.73M Sell
42,671
-1,166
-3% -$128K 4.74% 2
2015
Q4 		$4.74M Sell
43,837
-1,640
-4% -$179K 4.96% 2
2015
Q3 		$4.98M Sell
45,477
-7,884
-15% -$860K 5.17% 2
2015
Q2 		$5.8M Sell
53,361
-7,526
-12% -$828K 4.33% 2
2015
Q1 		$6.79M Sell
60,887
-9,135
-13% -$1.01M 4.86% 2
2014
Q4 		$7.63M Buy
70,022
+43,258
+162% +$4.76M 5.11% 2
2014
Q3 		$2.92M Sell
26,764
-759
-3% -$82.9K 1.95% 6
2014
Q2 		$3.01M Sell
27,523
-2,623
-9% -$285K 2.01% 9
2014
Q1 		$3.25M Sell
30,146
-2,142
-7% -$230K 2.22% 7
2013
Q4 		$3.44M Buy
+32,288
New +$3.46M 2.34% 8

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

Peachtree Investment Advisors's AGG Position: Q4 2018 in Review

Peachtree Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2018, closing a stake of 5,470 shares — an estimated $577K sold.

Peachtree Investment Advisors first reported a position in AGG in Q4 2013 and held it in 20 quarters. The position peaked at $7.63M in Q4 2014. 980 funds tracked by Wall St. Rank hold AGG as of Q4 2018.

  • Peachtree Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Peachtree Investment Advisors sold 5,470 iShares Core US Aggregate Bond ETF shares in Q4 2018, an estimated $577K.
  • Peachtree Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and held it in 20 quarters.
  • Peachtree Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $7.63M in Q4 2014.
  • 980 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.