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Whitnell & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Whitnell & Co’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
Q2 		– Sell
-713
Closed -$76K – 372
2018
Q1 		$76K Buy
+713
New +$76.5K 0.03% 163
2014
Q1 		– Sell
-40
Closed -$4K – 267
2013
Q4 		$4K Hold
40
– – ﹤0.01% 250
2013
Q3 		$4K Hold
40
– – ﹤0.01% 246
2013
Q2 		$4K Buy
+40
New +$4.39K ﹤0.01% 346

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whitnell & Co's AGG Position: Q2 2018 in Review

Whitnell & Co sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2018, closing a stake of 713 shares — an estimated $76K sold.

Whitnell & Co first reported a position in AGG in Q2 2013 and held it in 4 quarters. The position peaked at $76K in Q1 2018. 864 funds tracked by Wall St. Rank hold AGG as of Q2 2018.

  • Whitnell & Co reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Whitnell & Co sold 713 iShares Core US Aggregate Bond ETF shares in Q2 2018, an estimated $76K.
  • Whitnell & Co first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 4 quarters.
  • Whitnell & Co's iShares Core US Aggregate Bond ETF position peaked at $76K in Q1 2018.
  • 864 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2018.

Based on Whitnell & Co's 13F filing for Q2 2018, filed 26 Jul 2018.