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AGF Investments Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AGF Investments Inc’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
Q1 		– Sell
-13,827
Closed -$1.47M – 349
2018
Q4 		$1.47M Sell
13,827
-1,779
-11% -$187K 0.02% 276
2018
Q3 		$1.65M Buy
15,606
+4,135
+36% +$439K 0.02% 268
2018
Q2 		$1.22M Sell
11,471
-582
-5% -$61.7K 0.01% 285
2018
Q1 		$1.29M Sell
12,053
-1,319
-10% -$142K 0.01% 282
2017
Q4 		$1.46M Sell
13,372
-971
-7% -$106K 0.01% 284
2017
Q3 		$1.57M Sell
14,343
-1,322
-8% -$145K 0.02% 266
2017
Q2 		$1.72M Sell
15,665
-1,509
-9% -$165K 0.02% 254
2017
Q1 		$1.86M Sell
17,174
-1,111
-6% -$120K 0.02% 264
2016
Q4 		$1.97M Sell
18,285
-629
-3% -$68.9K 0.02% 261
2016
Q3 		$2.13M Sell
18,914
-1,262
-6% -$142K 0.02% 257
2016
Q2 		$2.27M Buy
20,176
+14,393
+249% +$1.6M 0.03% 260
2016
Q1 		$640K Sell
5,783
-16,622
-74% -$1.82M 0.01% 315
2015
Q4 		$2.42M Buy
22,405
+12,325
+122% +$1.34M 0.03% 257
2015
Q3 		$1.11M Buy
+10,080
New +$1.1M 0.01% 286

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AGF Investments Inc's AGG Position: Q1 2019 in Review

AGF Investments Inc sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2019, closing a stake of 13,827 shares — an estimated $1.47M sold.

AGF Investments Inc first reported a position in AGG in Q3 2015 and held it in 14 quarters. The position peaked at $2.42M in Q4 2015. 986 funds tracked by Wall St. Rank hold AGG as of Q1 2019.

  • AGF Investments Inc reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • AGF Investments Inc sold 13,827 iShares Core US Aggregate Bond ETF shares in Q1 2019, an estimated $1.47M.
  • AGF Investments Inc first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and held it in 14 quarters.
  • AGF Investments Inc's iShares Core US Aggregate Bond ETF position peaked at $2.42M in Q4 2015.
  • 986 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2019.

Based on AGF Investments Inc's 13F filing for Q1 2019, filed 10 May 2019.