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Wealth & Pension Services Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealth & Pension Services Group’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
Q3 		$2.11M Sell
18,676
-493
-3% -$55.4K 1.53% 16
2019
Q2 		$2.13M Sell
19,169
-99
-0.5% -$10.8K 1.55% 16
2019
Q1 		$2.1M Sell
19,268
-98
-0.5% -$10.5K 1.64% 13
2018
Q4 		$2.06M Sell
19,366
-2,350
-11% -$246K 1.86% 12
2018
Q3 		$2.29M Buy
+21,716
New +$2.3M 2.3% 9

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth & Pension Services Group's AGG Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q3 2019, selling an estimated $55.4K and leaving 18,676 shares worth $2.11M. The position accounts for 1.53% of the portfolio, ranked #16.

Wealth & Pension Services Group first reported a position in AGG in Q3 2018 and has held it in 5 quarters since. The position peaked at $2.29M in Q3 2018. 1,041 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

  • Wealth & Pension Services Group held 18,676 shares of iShares Core US Aggregate Bond ETF worth $2.11M as of Q3 2019.
  • Wealth & Pension Services Group sold 493 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $55.4K.
  • iShares Core US Aggregate Bond ETF made up 1.53% of Wealth & Pension Services Group's portfolio in Q3 2019, its #16 holding.
  • Wealth & Pension Services Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 5 quarters since.
  • Wealth & Pension Services Group's iShares Core US Aggregate Bond ETF position peaked at $2.29M in Q3 2018.
  • 1,041 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.