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Bridgewater Wealth & Financial Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q4 		$23M Buy
210,063
+964
+0.5% +$105K 9.16% 2
2017
Q3 		$22.9M Buy
209,099
+9,433
+5% +$1.04M 9.39% 2
2017
Q2 		$21.9M Buy
199,666
+3,480
+2% +$380K 7.29% 2
2017
Q1 		$21.3M Buy
196,186
+52,353
+36% +$5.66M 7.79% 2
2016
Q4 		$15.5M Buy
143,833
+41,885
+41% +$4.59M 5.88% 2
2016
Q3 		$11.5M Buy
101,948
+18,528
+22% +$2.08M 4.22% 3
2016
Q2 		$9.39M Buy
83,420
+16,243
+24% +$1.8M 3.39% 6
2016
Q1 		$7.45M Buy
67,177
+3,433
+5% +$376K 2.71% 12
2015
Q4 		$6.88M Buy
63,744
+2,979
+5% +$324K 2.67% 16
2015
Q3 		$6.66M Sell
60,765
-13,287
-18% -$1.45M 2.76% 12
2015
Q2 		$8.05M Sell
74,052
-5,621
-7% -$618K 3.42% 9
2015
Q1 		$8.88M Buy
79,673
+1,503
+2% +$167K 3.79% 7
2014
Q4 		$8.61M Buy
+78,170
New +$8.6M 3.5% 6

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

Bridgewater Wealth & Financial Management's AGG Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.46% in Q4 2017, buying an estimated $105K and bringing the position to 210,063 shares worth $23M. The position accounts for 9.16% of the portfolio, ranked #2.

Bridgewater Wealth & Financial Management first reported a position in AGG in Q4 2014 and has held it in 13 quarters since. 889 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 210,063 shares of iShares Core US Aggregate Bond ETF worth $23M as of Q4 2017.
  • Bridgewater Wealth & Financial Management bought 964 iShares Core US Aggregate Bond ETF shares in Q4 2017, an estimated $105K.
  • iShares Core US Aggregate Bond ETF made up 9.16% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #2 holding.
  • Bridgewater Wealth & Financial Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 13 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.