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

Boston 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
2019
Q3 		$3.25M Buy
28,681
+26,406
+1,161% +$2.97M 0.17% 158
2019
Q2 		$253K Buy
+2,275
New +$249K 0.01% 593

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Boston Advisors's AGG Position: Q3 2019 in Review

Boston Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1,161% in Q3 2019, buying an estimated $2.97M and bringing the position to 28,681 shares worth $3.25M. The position accounts for 0.17% of the portfolio, ranked #158.

Boston Advisors first reported a position in AGG in Q2 2019 and has held it in 2 quarters since. 1,041 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

  • Boston Advisors held 28,681 shares of iShares Core US Aggregate Bond ETF worth $3.25M as of Q3 2019.
  • Boston Advisors bought 26,406 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $2.97M.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Boston Advisors's portfolio in Q3 2019, its #158 holding.
  • Boston Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 2 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.