Altavista Wealth Management, Inc. / AGG
Altavista Wealth Management, Inc.’s Ishares Tr Position
Does Altavista Wealth Management, Inc. own Ishares Tr (AGG)? Yes — 500.1K shares worth $57M (+11.51% of its 13F portfolio) as of Q4 2021, down from 503.9K shares the prior filed quarter.
Position Value
$57M
Q4 2021
Shares
500.1K
% of Portfolio
+11.51%
Quarters Held
13
currently held
Position History AGG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 500.1K | $57M | +11.51% |
| Q3 2021 | 503.9K | $58M | +12.86% |
| Q2 2021 | 492.1K | $57M | +12.38% |
| Q1 2021 | 453.4K | $52M | +12.59% |
| Q4 2020 | 430.1K | $51M | +12.88% |
| Q3 2020 | 408.7K | $48M | +13.27% |
| Q2 2020 | 360.4K | $43M | +12.34% |
| Q1 2020 | 374.7K | $43M | +14.76% |
| Q4 2019 | 381.6K | $43M | +12.76% |
| Q3 2019 | 347.7K | $39M | +12.23% |
| Q2 2019 | 301.0K | $34M | +10.73% |
| Q1 2019 | 60.3K | $7M | +2.33% |
| Q4 2018 | 40.2K | $4M | +1.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Altavista Wealth Management, Inc.’s full portfolio or all institutional holders of AGG.