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

WFG 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
Q2 		$4.47M Buy
40,857
+1,456
+4% +$159K 1.01% 15
2017
Q1 		$4.28M Buy
39,401
+24,198
+159% +$2.62M 1.14% 14
2016
Q4 		$1.64M Buy
15,203
+6,540
+75% +$717K 0.4% 60
2016
Q3 		$974K Buy
8,663
+485
+6% +$54.5K 0.24% 101
2016
Q2 		$921K Sell
8,178
-3,846
-32% -$427K 0.25% 102
2016
Q1 		$1.33M Buy
12,024
+534
+5% +$58.4K 0.39% 57
2015
Q4 		$1.24M Buy
11,490
+245
+2% +$26.7K 0.37% 61
2015
Q3 		$1.23M Buy
11,245
+721
+7% +$78.6K 0.39% 55
2015
Q2 		$1.15M Buy
10,524
+2,367
+29% +$260K 0.32% 67
2015
Q1 		$909K Sell
8,157
-324
-4% -$36K 0.25% 84
2014
Q4 		$934K Buy
8,481
+1,665
+24% +$183K 0.19% 122
2014
Q3 		$744K Buy
6,816
+183
+3% +$20K 0.14% 177
2014
Q2 		$726K Sell
6,633
-621
-9% -$67.5K 0.14% 186
2014
Q1 		$783K Sell
7,254
-4,571
-39% -$492K 0.16% 164
2013
Q4 		$1.26M Sell
11,825
-1,625
-12% -$174K 0.18% 135
2013
Q3 		$1.44M Sell
13,450
-1,052
-7% -$112K 0.22% 105
2013
Q2 		$1.55M Buy
+14,502
New +$1.59M 0.26% 93

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

WFG Advisors's AGG Position: Q2 2017 in Review

WFG Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.7% in Q2 2017, buying an estimated $159K and bringing the position to 40,857 shares worth $4.47M. The position accounts for 1.01% of the portfolio, ranked #15.

WFG Advisors first reported a position in AGG in Q2 2013 and has held it in 17 quarters since. 754 funds tracked by Wall St. Rank hold AGG as of Q2 2017.

  • WFG Advisors held 40,857 shares of iShares Core US Aggregate Bond ETF worth $4.47M as of Q2 2017.
  • WFG Advisors bought 1,456 iShares Core US Aggregate Bond ETF shares in Q2 2017, an estimated $159K.
  • iShares Core US Aggregate Bond ETF made up 1.01% of WFG Advisors's portfolio in Q2 2017, its #15 holding.
  • WFG Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.