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440 Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

440 Investment Group’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
Q3 		– Sell
-4,700
Closed -$515K – 98
2017
Q2 		$515K Hold
4,700
– – 0.41% 57
2017
Q1 		$510K Buy
+4,700
New +$509K 0.46% 52

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

440 Investment Group's AGG Position: Q3 2017 in Review

440 Investment Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2017, closing a stake of 4,700 shares — an estimated $515K sold.

440 Investment Group first reported a position in AGG in Q1 2017 and held it in 2 quarters. The position peaked at $515K in Q2 2017. 762 funds tracked by Wall St. Rank hold AGG as of Q3 2017.

  • 440 Investment Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • 440 Investment Group sold 4,700 iShares Core US Aggregate Bond ETF shares in Q3 2017, an estimated $515K.
  • 440 Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and held it in 2 quarters.
  • 440 Investment Group's iShares Core US Aggregate Bond ETF position peaked at $515K in Q2 2017.
  • 762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2017.

Based on 440 Investment Group's 13F filing for Q3 2017, filed 16 Oct 2017.