Analyst IMS Investment Management Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Analyst IMS Investment Management Services’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 Q4	–	Sell	-8,312	Closed	-$878	–	101
2018 Q3	$878	Buy	8,312 +667	+9%	+$70.8K	0.14%	61
2018 Q2	$812K	Buy	7,645 +488	+7%	+$51.7K	0.25%	66
2018 Q1	$768K	Sell	7,157 -6,677	-48%	-$717K	0.24%	68
2017 Q4	$1.51M	Buy	13,834 +897	+7%	+$98.1K	0.46%	42
2017 Q3	$1.42M	Buy	12,937 +1,494	+13%	+$164K	0.47%	45
2017 Q2	$1.25M	Buy	11,443 +1,636	+17%	+$179K	0.45%	48
2017 Q1	$1.06M	Buy	9,807 +876	+10%	+$94.8K	0.42%	54
2016 Q4	$965K	Buy	+8,931	New	+$978K	0.42%	55

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MFRM

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

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

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

Analyst IMS Investment Management Services's AGG Position: Q4 2018 in Review

Analyst IMS Investment Management Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2018, closing a stake of 8,312 shares — an estimated $878 sold.

Analyst IMS Investment Management Services first reported a position in AGG in Q4 2016 and held it in 8 quarters. The position peaked at $1.51M in Q4 2017. 979 funds tracked by Wall St. Rank hold AGG as of Q4 2018.

Analyst IMS Investment Management Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
Analyst IMS Investment Management Services sold 8,312 iShares Core US Aggregate Bond ETF shares in Q4 2018, an estimated $878.
Analyst IMS Investment Management Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 8 quarters.
Analyst IMS Investment Management Services's iShares Core US Aggregate Bond ETF position peaked at $1.51M in Q4 2017.
979 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2018, filed 14 Feb 2019.