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Summit Financial Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Summit Financial Wealth 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
-3,271
Closed -$342K – 126
2018
Q3 		$342K Buy
3,271
+394
+14% +$41.8K 0.1% 93
2018
Q2 		$309K Hold
2,877
– – 0.1% 103
2018
Q1 		$309K Buy
2,877
+381
+15% +$40.9K 0.1% 106
2017
Q4 		$273K Buy
+2,496
New +$273K 0.09% 108

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

Summit Financial Wealth Advisors's AGG Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2018, closing a stake of 3,271 shares — an estimated $342K sold.

Summit Financial Wealth Advisors first reported a position in AGG in Q4 2017 and held it in 4 quarters. The position peaked at $342K in Q3 2018. 979 funds tracked by Wall St. Rank hold AGG as of Q4 2018.

  • Summit Financial Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,271 iShares Core US Aggregate Bond ETF shares in Q4 2018, an estimated $342K.
  • Summit Financial Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $342K in Q3 2018.
  • 979 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.