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

Wechter Feldman 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
2018 Q4	–	Sell	-100,262	Closed	-$10.6M	–	29
2018 Q3	$10.6M	Sell	100,262 -2,054	-2%	-$218K	6.47%	6
2018 Q2	$10.9M	Sell	102,316 -8,511	-8%	-$903K	7.49%	5
2018 Q1	$11.9M	Sell	110,827 -25,207	-19%	-$2.71M	8.4%	5
2017 Q4	$14.9M	Sell	136,034 -3,386	-2%	-$370K	10.4%	4
2017 Q3	$15.3M	Sell	139,420 -6,234	-4%	-$684K	11.72%	3
2017 Q2	$16M	Buy	145,654 +4,657	+3%	+$509K	12.78%	3
2017 Q1	$15.3M	Sell	140,997 -17,036	-11%	-$1.84M	10.51%	3
2016 Q4	$17.1M	Buy	+158,033	New	+$17.3M	11.18%	2

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wechter Feldman Wealth Management's AGG Position: Q4 2018 in Review

Wechter Feldman Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2018, closing a stake of 100,262 shares — an estimated $10.6M sold.

Wechter Feldman Wealth Management first reported a position in AGG in Q4 2016 and held it in 8 quarters. The position peaked at $17.1M in Q4 2016. 980 funds tracked by Wall St. Rank hold AGG as of Q4 2018.

Wechter Feldman Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
Wechter Feldman Wealth Management sold 100,262 iShares Core US Aggregate Bond ETF shares in Q4 2018, an estimated $10.6M.
Wechter Feldman Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 8 quarters.
Wechter Feldman Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $17.1M in Q4 2016.
980 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2018.

Based on Wechter Feldman Wealth Management's 13F filing for Q4 2018, filed 4 Feb 2019.