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United Bank (West Virginia)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

United Bank (West Virginia)’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
2017
Q1 		– Sell
-6,145
Closed -$664K – 108
2016
Q4 		$664K Buy
+6,145
New +$673K 0.29% 48
2013
Q3 		– Sell
-2,346
Closed -$251K – 120
2013
Q2 		$251K Buy
+2,346
New +$258K 0.11% 87

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

United Bank (West Virginia)'s AGG Position: Q1 2017 in Review

United Bank (West Virginia) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2017, closing a stake of 6,145 shares — an estimated $664K sold.

United Bank (West Virginia) first reported a position in AGG in Q2 2013 and held it in 2 quarters. The position peaked at $664K in Q4 2016. 745 funds tracked by Wall St. Rank hold AGG as of Q1 2017.

  • United Bank (West Virginia) reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • United Bank (West Virginia) sold 6,145 iShares Core US Aggregate Bond ETF shares in Q1 2017, an estimated $664K.
  • United Bank (West Virginia) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 2 quarters.
  • United Bank (West Virginia)'s iShares Core US Aggregate Bond ETF position peaked at $664K in Q4 2016.
  • 745 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2017.

Based on United Bank (West Virginia)'s 13F filing for Q1 2017, filed 9 May 2017.