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Alpha Quant Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Alpha Quant Advisors’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 		$821K Hold
7,523
– – 0.82% 56
2018
Q4 		$801K Buy
+7,523
New +$789K 0.83% 56

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

Alpha Quant Advisors's AGG Position: Q1 2019 in Review

Alpha Quant Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2019 at 7,523 shares worth $821K. The position accounts for 0.82% of the portfolio, ranked #56.

Alpha Quant Advisors first reported a position in AGG in Q4 2018 and has held it in 2 quarters since. 986 funds tracked by Wall St. Rank hold AGG as of Q1 2019.

  • Alpha Quant Advisors held 7,523 shares of iShares Core US Aggregate Bond ETF worth $821K as of Q1 2019.
  • Alpha Quant Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2019.
  • iShares Core US Aggregate Bond ETF made up 0.82% of Alpha Quant Advisors's portfolio in Q1 2019, its #56 holding.
  • Alpha Quant Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2019.

Based on Alpha Quant Advisors's 13F filing for Q1 2019, filed 8 May 2019.