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Personal Financial Consultants’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Personal Financial Consultants’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
-3,410
Closed -$360K – 28
2018
Q3 		$360K Buy
+3,410
New +$362K 0.26% 30

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

Personal Financial Consultants's AGG Position: Q4 2018 in Review

Personal Financial Consultants sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2018, closing a stake of 3,410 shares — an estimated $360K sold.

Personal Financial Consultants first reported a position in AGG in Q3 2018 and held it in 1 quarter. The position peaked at $360K in Q3 2018. 979 funds tracked by Wall St. Rank hold AGG as of Q4 2018.

  • Personal Financial Consultants reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 3,410 iShares Core US Aggregate Bond ETF shares in Q4 2018, an estimated $360K.
  • Personal Financial Consultants first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares Core US Aggregate Bond ETF position peaked at $360K in Q3 2018.
  • 979 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.