Blue Sky Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blue Sky Asset 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
2020 Q3	–	Sell	-17,033	Closed	-$2.01M	–	15
2020 Q2	$2.01M	Sell	17,033 -109,703	-87%	-$12.8M	2.49%	13
2020 Q1	$14.6M	Buy	126,736 +122,251	+2,726%	+$13.9M	5.89%	5
2019 Q4	$504K	Buy	+4,485	New	+$505K	0.15%	73
2019 Q2	–	Sell	-45,065	Closed	-$4.92M	–	3
2019 Q1	$4.92M	Sell	45,065 -27,871	-38%	-$2.99M	11.21%	3
2018 Q4	$7.77M	Buy	+72,936	New	+$7.65M	12.43%	3
2018 Q2	–	Sell	-40,941	Closed	-$4.39M	–	80
2018 Q1	$4.39M	Buy	40,941 +21,837	+114%	+$2.34M	3.19%	9
2017 Q4	$2.09M	Buy	+19,104	New	+$2.09M	1.09%	15
2017 Q3	–	Sell	-40,940	Closed	-$4.48M	–	83
2017 Q2	$4.48M	Buy	+40,940	New	+$4.48M	2.43%	7

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

MFRM

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

Blue Sky Asset Management's AGG Position: Q3 2020 in Review

Blue Sky Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 17,033 shares — an estimated $2.01M sold.

Blue Sky Asset Management first reported a position in AGG in Q2 2017 and held it in 8 quarters. The position peaked at $14.6M in Q1 2020. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

Blue Sky Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Blue Sky Asset Management sold 17,033 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $2.01M.
Blue Sky Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and held it in 8 quarters.
Blue Sky Asset Management's iShares Core US Aggregate Bond ETF position peaked at $14.6M in Q1 2020.
1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Blue Sky Asset Management's 13F filing for Q3 2020, filed 13 Nov 2020.