American Economic Planning Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

American Economic Planning Group’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 Q3	$290K	Hold	2,568	–	–	0.08%	69
2019 Q2	$286K	Sell	2,568 -75	-3%	-$8.2K	0.09%	71
2019 Q1	$288K	Hold	2,643	–	–	0.09%	68
2018 Q4	$281K	Buy	+2,643	New	+$277K	0.09%	60
2016 Q1	–	Sell	-5,631	Closed	-$608K	–	57
2015 Q4	$608K	Buy	+5,631	New	+$613K	0.24%	25
2015 Q3	–	Sell	-13,903	Closed	-$1.51M	–	42
2015 Q2	$1.51M	Buy	+13,903	New	+$1.53M	0.62%	10
2015 Q1	–	Sell	-2,805	Closed	-$309K	–	44
2014 Q4	$309K	Buy	+2,805	New	+$309K	0.12%	30
2014 Q1	–	Sell	-56,075	Closed	-$5.97M	–	25
2013 Q4	$5.97M	Buy	+56,075	New	+$6.01M	2.17%	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 $5.72T AUM 30.48% 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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

American Economic Planning Group's AGG Position: Q3 2019 in Review

American Economic Planning Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2019 at 2,568 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #69.

American Economic Planning Group first reported a position in AGG in Q4 2013 and has held it in 8 quarters since. The position peaked at $5.97M in Q4 2013. 1,042 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

American Economic Planning Group held 2,568 shares of iShares Core US Aggregate Bond ETF worth $290K as of Q3 2019.
American Economic Planning Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2019.
iShares Core US Aggregate Bond ETF made up 0.08% of American Economic Planning Group's portfolio in Q3 2019, its #69 holding.
American Economic Planning Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 8 quarters since.
American Economic Planning Group's iShares Core US Aggregate Bond ETF position peaked at $5.97M in Q4 2013.
1,042 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.