Allianz Life Insurance of North America’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Allianz Life Insurance of North America’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
2018 Q3	$1.54M	Sell	14,559 -5,024	-26%	-$533K	1.68%	12
2018 Q2	$2.08M	Sell	19,583 -456	-2%	-$48.4K	2.46%	10
2018 Q1	$2.13M	Buy	20,039 +4,114	+26%	+$442K	2.95%	8
2017 Q4	$1.74M	Buy	15,925 +3,055	+24%	+$334K	3.79%	11
2017 Q3	$1.41M	Buy	12,870 +391	+3%	+$42.9K	3.73%	11
2017 Q2	$1.37M	Sell	12,479 -566	-4%	-$61.9K	3.96%	11
2017 Q1	$1.38M	Buy	13,045 +887	+7%	+$96K	4.37%	9
2016 Q4	$1.31M	Buy	+12,158	New	+$1.33M	4.58%	8

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 $6.73T AUM 46.02% 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MFRM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allianz Life Insurance of North America's AGG Position: Q3 2018 in Review

Allianz Life Insurance of North America reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q3 2018, selling an estimated $533K and leaving 14,559 shares worth $1.54M. The position accounts for 1.68% of the portfolio, ranked #12.

Allianz Life Insurance of North America first reported a position in AGG in Q4 2016 and has held it in 8 quarters since. The position peaked at $2.13M in Q1 2018. 864 funds tracked by Wall St. Rank hold AGG as of Q3 2018.

Allianz Life Insurance of North America held 14,559 shares of iShares Core US Aggregate Bond ETF worth $1.54M as of Q3 2018.
Allianz Life Insurance of North America sold 5,024 iShares Core US Aggregate Bond ETF shares in Q3 2018, an estimated $533K.
iShares Core US Aggregate Bond ETF made up 1.68% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #12 holding.
Allianz Life Insurance of North America first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 8 quarters since.
Allianz Life Insurance of North America's iShares Core US Aggregate Bond ETF position peaked at $2.13M in Q1 2018.
864 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.