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Baldwin Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Baldwin Investment Management’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
2016
Q4 		– Sell
-2,513
Closed -$283K – 121
2016
Q3 		$283K Sell
2,513
-50
-2% -$5.62K 0.12% 106
2016
Q2 		$289K Hold
2,563
– – 0.12% 102
2016
Q1 		$284K Buy
2,563
+105
+4% +$11.5K 0.12% 102
2015
Q4 		$265K Buy
2,458
+20
+0.8% +$2.18K 0.12% 108
2015
Q3 		$267K Hold
2,438
– – 0.12% 114
2015
Q2 		$265K Sell
2,438
-125
-5% -$13.7K 0.11% 117
2015
Q1 		$286K Hold
2,563
– – 0.11% 114
2014
Q4 		$282K Hold
2,563
– – 0.11% 117
2014
Q3 		$280K Hold
2,563
– – 0.12% 112
2014
Q2 		$280K Buy
+2,563
New +$279K 0.12% 113

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Creative Planning
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baldwin Investment Management's AGG Position: Q4 2016 in Review

Baldwin Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2016, closing a stake of 2,513 shares — an estimated $283K sold.

Baldwin Investment Management first reported a position in AGG in Q2 2014 and held it in 10 quarters. The position peaked at $289K in Q2 2016. 748 funds tracked by Wall St. Rank hold AGG as of Q4 2016.

  • Baldwin Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Baldwin Investment Management sold 2,513 iShares Core US Aggregate Bond ETF shares in Q4 2016, an estimated $283K.
  • Baldwin Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2014 and held it in 10 quarters.
  • Baldwin Investment Management's iShares Core US Aggregate Bond ETF position peaked at $289K in Q2 2016.
  • 748 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2016.

Based on Baldwin Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.