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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

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return