Cedar Hill Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cedar Hill Associates’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 Q4	$381K	Sell	3,583 -706	-16%	-$74.1K	0.15%	82
2018 Q3	$452K	Sell	4,289 -1,123	-21%	-$119K	0.1%	83
2018 Q2	$575K	Sell	5,412 -22,694	-81%	-$2.41M	0.12%	94
2018 Q1	$3.01M	Sell	28,106 -5,137	-15%	-$552K	0.6%	54
2017 Q4	$3.63M	Sell	33,243 -11,943	-26%	-$1.31M	0.63%	54
2017 Q3	$4.4M	Buy	+45,186	New	+$4.96M	0.76%	49

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

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MFRM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cedar Hill Associates's AGG Position: Q4 2018 in Review

Cedar Hill Associates reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q4 2018, selling an estimated $74.1K and leaving 3,583 shares worth $381K. The position accounts for 0.15% of the portfolio, ranked #82.

Cedar Hill Associates first reported a position in AGG in Q3 2017 and has held it in 6 quarters since. The position peaked at $4.4M in Q3 2017. 979 funds tracked by Wall St. Rank hold AGG as of Q4 2018.

Cedar Hill Associates held 3,583 shares of iShares Core US Aggregate Bond ETF worth $381K as of Q4 2018.
Cedar Hill Associates sold 706 iShares Core US Aggregate Bond ETF shares in Q4 2018, an estimated $74.1K.
iShares Core US Aggregate Bond ETF made up 0.15% of Cedar Hill Associates's portfolio in Q4 2018, its #82 holding.
Cedar Hill Associates first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 6 quarters since.
Cedar Hill Associates's iShares Core US Aggregate Bond ETF position peaked at $4.4M in Q3 2017.
979 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.