Alberta Investment Management Corp (AIMCo)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2022 Q1	–	Sell	-976,000	Closed	-$111M	–	1289
2021 Q4	$111M	Hold	976,000	–	–	0.68%	28
2021 Q3	$112M	Sell	976,000 -560,000	-36%	-$64.9M	0.97%	15
2021 Q2	$177M	Sell	1,536,000 -653,400	-30%	-$74.9M	1.47%	5
2021 Q1	$249M	Sell	2,189,400 -1,386,600	-39%	-$161M	2.22%	2
2020 Q4	$423M	Buy	3,576,000 +2,750,000	+333%	+$324M	3.71%	1
2020 Q3	$97.5M	Buy	+826,000	New	+$98M	1.06%	15
2020 Q1	–	Sell	-2,925,000	Closed	-$329M	–	946
2019 Q4	$329M	Buy	+2,925,000	New	+$330M	2.78%	2

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s AGG Position: Q1 2022 in Review

Alberta Investment Management Corp (AIMCo) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 976,000 shares — an estimated $111M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in AGG in Q4 2019 and held it in 7 quarters. The position peaked at $423M in Q4 2020. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

Alberta Investment Management Corp (AIMCo) reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 976,000 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $111M.
Alberta Investment Management Corp (AIMCo) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 7 quarters.
Alberta Investment Management Corp (AIMCo)'s iShares Core US Aggregate Bond ETF position peaked at $423M in Q4 2020.
1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2022, filed 16 May 2022.