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Ameritas Investment Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$3.32M Buy
28,875
+19,402
+205% +$2.25M 0.15% 118
2021
Q2 		$3.08M Sell
9,473
-23,382
-71% -$2.68M 0.15% 112
2021
Q1 		$3.74M Buy
32,855
+17,314
+111% +$2M 0.32% 72
2020
Q4 		$1.83M Buy
15,541
+3,579
+30% +$422K 0.36% 65
2020
Q3 		$1.41M Hold
11,962
– – 0.44% 55
2020
Q2 		$1.41M Sell
11,962
-2,383
-17% -$279K 0.41% 58
2020
Q1 		$1.65M Buy
14,345
+5,448
+61% +$621K 0.26% 63
2019
Q4 		$1M Buy
8,897
+4,224
+90% +$476K 0.21% 104
2019
Q3 		$529K Sell
4,673
-4,542
-49% -$511K 0.11% 170
2019
Q2 		$1.03M Buy
9,215
+5,377
+140% +$588K 0.49% 53
2019
Q1 		$419K Buy
+3,838
New +$412K 0.08% 201

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Investment Company's AGG Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares Core US Aggregate Bond ETF (AGG) stake by 205% in Q3 2021, buying an estimated $2.25M and bringing the position to 28,875 shares worth $3.32M. The position accounts for 0.15% of the portfolio, ranked #118.

Ameritas Investment Company first reported a position in AGG in Q1 2019 and has held it in 11 quarters since. The position peaked at $3.74M in Q1 2021. 1,435 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Ameritas Investment Company held 28,875 shares of iShares Core US Aggregate Bond ETF worth $3.32M as of Q3 2021.
  • Ameritas Investment Company bought 19,402 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $2.25M.
  • iShares Core US Aggregate Bond ETF made up 0.15% of Ameritas Investment Company's portfolio in Q3 2021, its #118 holding.
  • Ameritas Investment Company first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 11 quarters since.
  • Ameritas Investment Company's iShares Core US Aggregate Bond ETF position peaked at $3.74M in Q1 2021.
  • 1,435 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.