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AHL Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AHL Partners’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
Q4 		$27.2M Buy
248,891
+18,133
+8% +$1.98M 0.42% 9
2017
Q3 		$25.3M Buy
230,758
+7,469
+3% +$820K 0.45% 10
2017
Q2 		$24.5M Buy
223,289
+192,002
+614% +$21M 0.52% 7
2017
Q1 		$3.39M Buy
+31,287
New +$3.39M 0.07% 468
2016
Q4 		– Sell
-172,792
Closed -$19.4M – 1037
2016
Q3 		$19.4M Buy
+172,792
New +$19.4M 0.72% 9
2015
Q1 		– Sell
-226,319
Closed -$24.9M – 784
2014
Q4 		$24.9M Buy
226,319
+46,038
+26% +$5.07M 1.29% 3
2014
Q3 		$19.7M Buy
+180,281
New +$19.7M 1.52% 1

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AHL Partners's AGG Position: Q4 2017 in Review

AHL Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.9% in Q4 2017, buying an estimated $1.98M and bringing the position to 248,891 shares worth $27.2M. The position accounts for 0.42% of the portfolio, ranked #9.

AHL Partners first reported a position in AGG in Q3 2014 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

  • AHL Partners held 248,891 shares of iShares Core US Aggregate Bond ETF worth $27.2M as of Q4 2017.
  • AHL Partners bought 18,133 iShares Core US Aggregate Bond ETF shares in Q4 2017, an estimated $1.98M.
  • iShares Core US Aggregate Bond ETF made up 0.42% of AHL Partners's portfolio in Q4 2017, its #9 holding.
  • AHL Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2014 and has held it in 7 quarters since.
  • 890 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.