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

Sequoia 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
2019
Q4 		– Sell
-4,654
Closed -$525K – 20
2019
Q3 		$525K Buy
+4,654
New +$523K 1.07% 28
2019
Q2 		– Sell
-3,571
Closed -$388K – 55
2019
Q1 		$388K Buy
+3,571
New +$383K 0.31% 50
2018
Q1 		– Sell
-2,572
Closed -$281K – 59
2017
Q4 		$281K Buy
+2,572
New +$281K 0.25% 44

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

Sequoia Wealth Management's AGG Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2019, closing a stake of 4,654 shares — an estimated $525K sold.

Sequoia Wealth Management first reported a position in AGG in Q4 2017 and held it in 3 quarters. The position peaked at $525K in Q3 2019. 1,195 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

  • Sequoia Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 4,654 iShares Core US Aggregate Bond ETF shares in Q4 2019, an estimated $525K.
  • Sequoia Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Sequoia Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $525K in Q3 2019.
  • 1,195 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.