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

SVA 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
2020
Q4 		$2.95M Buy
24,929
+2,169
+10% +$256K 0.26% 76
2020
Q3 		$2.69M Buy
22,760
+194
+0.9% +$23K 0.27% 73
2020
Q2 		$2.67M Sell
22,566
-188
-0.8% -$22K 0.28% 71
2020
Q1 		$2.63M Sell
22,754
-3,106
-12% -$354K 0.3% 61
2019
Q4 		$2.91M Buy
25,860
+1,249
+5% +$141K 0.27% 77
2019
Q3 		$2.79M Buy
24,611
+107
+0.4% +$12K 0.27% 76
2019
Q2 		$2.73M Sell
24,504
-925
-4% -$101K 0.27% 77
2019
Q1 		$2.77M Sell
25,429
-1,891
-7% -$203K 0.27% 83
2018
Q4 		$2.91M Buy
27,320
+420
+2% +$44.1K 0.33% 74
2018
Q3 		$2.84M Sell
26,900
-1,285
-5% -$136K 0.29% 73
2018
Q2 		$3M Sell
28,185
-4,387
-13% -$465K 0.32% 68
2018
Q1 		$3.57M Sell
32,572
-202
-0.6% -$21.7K 0.44% 64
2017
Q4 		$3.58M Buy
32,774
+202
+0.6% +$22.1K 0.42% 63
2017
Q3 		$3.57M Sell
32,572
-392
-1% -$43K 0.44% 64
2017
Q2 		$3.61M Sell
32,964
-2,845
-8% -$311K 0.47% 62
2017
Q1 		$3.88M Buy
35,809
+709
+2% +$76.7K 0.53% 59
2016
Q4 		$3.79M Buy
35,100
+15,315
+77% +$1.68M 0.57% 60
2016
Q3 		$2.22M Sell
19,785
-724
-4% -$81.4K 0.35% 81
2016
Q2 		$2.31M Buy
20,509
+6,025
+42% +$669K 0.37% 78
2016
Q1 		$1.6M Buy
14,484
+1,126
+8% +$123K 0.27% 89
2015
Q4 		$1.44M Buy
13,358
+333
+3% +$36.2K 0.25% 97
2015
Q3 		$1.43M Buy
13,025
+1,406
+12% +$153K 0.27% 97
2015
Q2 		$1.26M Buy
11,619
+756
+7% +$83.2K 0.23% 102
2015
Q1 		$1.21M Buy
10,863
+1,627
+18% +$181K 0.22% 105
2014
Q4 		$1.02M Buy
+9,236
New +$1.02M 0.37% 70

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SVA Wealth Management's AGG Position: Q4 2020 in Review

SVA Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.5% in Q4 2020, buying an estimated $256K and bringing the position to 24,929 shares worth $2.95M. The position accounts for 0.26% of the portfolio, ranked #76.

SVA Wealth Management first reported a position in AGG in Q4 2014 and has held it in 25 quarters since. The position peaked at $3.88M in Q1 2017. 1,452 funds tracked by Wall St. Rank hold AGG as of Q4 2020.

  • SVA Wealth Management held 24,929 shares of iShares Core US Aggregate Bond ETF worth $2.95M as of Q4 2020.
  • SVA Wealth Management bought 2,169 iShares Core US Aggregate Bond ETF shares in Q4 2020, an estimated $256K.
  • iShares Core US Aggregate Bond ETF made up 0.26% of SVA Wealth Management's portfolio in Q4 2020, its #76 holding.
  • SVA Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 25 quarters since.
  • SVA Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.88M in Q1 2017.
  • 1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.