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

Torch 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
2014
Q3 		– Sell
-1,346
Closed -$147K – 106
2014
Q2 		$147K Hold
1,346
– – 0.1% 108
2014
Q1 		$145K Hold
1,346
– – 0.11% 99
2013
Q4 		$143K Buy
+1,346
New +$144K 0.11% 99

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Torch Wealth Management's AGG Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2014, closing a stake of 1,346 shares — an estimated $147K sold.

Torch Wealth Management first reported a position in AGG in Q4 2013 and held it in 3 quarters. The position peaked at $147K in Q2 2014. 444 funds tracked by Wall St. Rank hold AGG as of Q3 2014.

  • Torch Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,346 iShares Core US Aggregate Bond ETF shares in Q3 2014, an estimated $147K.
  • Torch Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $147K in Q2 2014.
  • 444 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.