AG
AGG icon

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

Advisor 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
2019
Q4 		$157M Buy
1,396,112
+19,985
+1% +$2.25M 1.09% 16
2019
Q3 		$156M Buy
1,376,127
+316,401
+30% +$35.6M 1.15% 12
2019
Q2 		$118M Buy
1,059,726
+20,824
+2% +$2.28M 0.91% 18
2019
Q1 		$113M Buy
1,038,902
+24,221
+2% +$2.6M 0.93% 18
2018
Q4 		$108M Buy
1,014,681
+149,024
+17% +$15.6M 1.06% 15
2018
Q3 		$91.4M Buy
865,657
+288,705
+50% +$30.6M 0.92% 16
2018
Q2 		$61.4M Sell
576,952
-10,073
-2% -$1.07M 0.84% 15
2018
Q1 		$63M Sell
587,025
-39,673
-6% -$4.26M 0.87% 15
2017
Q4 		$68.5M Buy
626,698
+149,401
+31% +$16.3M 0.92% 12
2017
Q3 		$52.3M Buy
477,297
+95,084
+25% +$10.4M 0.82% 17
2017
Q2 		$41.9M Buy
382,213
+201,964
+112% +$22.1M 0.74% 16
2017
Q1 		$19.6M Buy
180,249
+35,463
+24% +$3.84M 0.4% 39
2016
Q4 		$15.7M Sell
144,786
-49,704
-26% -$5.45M 0.35% 49
2016
Q3 		$21.9M Buy
194,490
+19,131
+11% +$2.15M 0.53% 28
2016
Q2 		$19.7M Buy
+175,359
New +$19.5M 0.52% 29

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $374B AUM 17.66% 1-Year Est. Return

Advisor Group's AGG Position: Q4 2019 in Review

Advisor Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q4 2019, buying an estimated $2.25M and bringing the position to 1,396,112 shares worth $157M. The position accounts for 1.09% of the portfolio, ranked #16.

Advisor Group first reported a position in AGG in Q2 2016 and has held it in 15 quarters since. 1,195 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

  • Advisor Group held 1,396,112 shares of iShares Core US Aggregate Bond ETF worth $157M as of Q4 2019.
  • Advisor Group bought 19,985 iShares Core US Aggregate Bond ETF shares in Q4 2019, an estimated $2.25M.
  • iShares Core US Aggregate Bond ETF made up 1.09% of Advisor Group's portfolio in Q4 2019, its #16 holding.
  • Advisor Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • 1,195 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.