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Westover Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Westover Capital 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
2017
Q4 		– Sell
-2,254
Closed -$247K – 116
2017
Q3 		$247K Hold
2,254
– – 0.15% 106
2017
Q2 		$247K Hold
2,254
– – 0.16% 100
2017
Q1 		$245K Sell
2,254
-33
-1% -$3.57K 0.16% 90
2016
Q4 		$247K Sell
2,287
-686
-23% -$75.2K 0.18% 89
2016
Q3 		$334K Sell
2,973
-187
-6% -$21K 0.25% 80
2016
Q2 		$356K Hold
3,160
– – 0.29% 70
2016
Q1 		$350K Buy
3,160
+123
+4% +$13.5K 0.3% 72
2015
Q4 		$328K Sell
3,037
-6
-0.2% -$653 0.27% 77
2015
Q3 		$333K Sell
3,043
-28
-0.9% -$3.05K 0.29% 72
2015
Q2 		$334K Sell
3,071
-1,667
-35% -$183K 0.27% 73
2015
Q1 		$528K Hold
4,738
– – 0.43% 62
2014
Q4 		$522K Hold
4,738
– – 0.45% 63
2014
Q3 		$517K Sell
4,738
-90
-2% -$9.83K 0.42% 66
2014
Q2 		$528K Sell
4,828
-681
-12% -$74K 0.45% 62
2014
Q1 		$594K Hold
5,509
– – 0.55% 52
2013
Q4 		$586K Sell
5,509
-351
-6% -$37.6K 0.56% 50
2013
Q3 		$628K Sell
5,860
-1,832
-24% -$195K 0.65% 46
2013
Q2 		$825K Buy
+7,692
New +$845K 0.81% 43

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westover Capital Advisors's AGG Position: Q4 2017 in Review

Westover Capital Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2017, closing a stake of 2,254 shares — an estimated $247K sold.

Westover Capital Advisors first reported a position in AGG in Q2 2013 and held it in 18 quarters. The position peaked at $825K in Q2 2013. 890 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

  • Westover Capital Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Westover Capital Advisors sold 2,254 iShares Core US Aggregate Bond ETF shares in Q4 2017, an estimated $247K.
  • Westover Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Westover Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $825K in Q2 2013.
  • 890 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on Westover Capital Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.