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BHK Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BHK Investment Advisors’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
Q3 		– Sell
-4,371
Closed -$465K – 77
2018
Q2 		$465K Sell
4,371
-25
-0.6% -$2.65K 0.32% 36
2018
Q1 		$471K Buy
+4,396
New +$472K 0.35% 32

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
BlackRock
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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BHK Investment Advisors's AGG Position: Q3 2018 in Review

BHK Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2018, closing a stake of 4,371 shares — an estimated $465K sold.

BHK Investment Advisors first reported a position in AGG in Q1 2018 and held it in 2 quarters. The position peaked at $471K in Q1 2018. 863 funds tracked by Wall St. Rank hold AGG as of Q3 2018.

  • BHK Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • BHK Investment Advisors sold 4,371 iShares Core US Aggregate Bond ETF shares in Q3 2018, an estimated $465K.
  • BHK Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 2 quarters.
  • BHK Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $471K in Q1 2018.
  • 863 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2018.

Based on BHK Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.