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BB&T Investment Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BB&T Investment 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
2017
Q4 		$2.36M Buy
21,558
+9,186
+74% +$1M 0.4% 62
2017
Q3 		$1.36M Buy
12,372
+4,853
+65% +$533K 0.27% 84
2017
Q2 		$825K Buy
7,519
+4,440
+144% +$485K 0.21% 97
2017
Q1 		$334K Buy
3,079
+2,311
+301% +$250K 0.13% 155
2016
Q4 		$83K Buy
+768
New +$84.1K 0.06% 226

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BB&T Investment Services's AGG Position: Q4 2017 in Review

BB&T Investment Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 74% in Q4 2017, buying an estimated $1M and bringing the position to 21,558 shares worth $2.36M. The position accounts for 0.4% of the portfolio, ranked #62.

BB&T Investment Services first reported a position in AGG in Q4 2016 and has held it in 5 quarters since. 889 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

  • BB&T Investment Services held 21,558 shares of iShares Core US Aggregate Bond ETF worth $2.36M as of Q4 2017.
  • BB&T Investment Services bought 9,186 iShares Core US Aggregate Bond ETF shares in Q4 2017, an estimated $1M.
  • iShares Core US Aggregate Bond ETF made up 0.4% of BB&T Investment Services's portfolio in Q4 2017, its #62 holding.
  • BB&T Investment Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.