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West Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

West Financial Advisors’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
2021
Q2 		– Sell
-64,287
Closed -$7.32M – 146
2021
Q1 		$7.32M Sell
64,287
-1,138
-2% -$132K 2.45% 12
2020
Q4 		$7.73M Buy
+65,425
New +$7.71M 2.74% 12

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Financial Advisors's AGG Position: Q2 2021 in Review

West Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2021, closing a stake of 64,287 shares — an estimated $7.32M sold.

West Financial Advisors first reported a position in AGG in Q4 2020 and held it in 2 quarters. The position peaked at $7.73M in Q4 2020. 1,453 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

  • West Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • West Financial Advisors sold 64,287 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $7.32M.
  • West Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • West Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $7.73M in Q4 2020.
  • 1,453 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on West Financial Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.