Ceros Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ceros Financial Services’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 Q1	$835K	Buy	+7,654	New	+$821K	0.26%	41

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

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

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

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

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

Ceros Financial Services's AGG Position: Q1 2019 in Review

Ceros Financial Services opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2019: 7,654 shares worth $835K. The stake represents 0.26% of the portfolio and ranks #41 among its holdings.

986 funds tracked by Wall St. Rank hold AGG as of Q1 2019.

Ceros Financial Services held 7,654 shares of iShares Core US Aggregate Bond ETF worth $835K as of Q1 2019.
iShares Core US Aggregate Bond ETF was a new Ceros Financial Services position in Q1 2019.
iShares Core US Aggregate Bond ETF made up 0.26% of Ceros Financial Services's portfolio in Q1 2019, its #41 holding.
986 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2019.

Based on Ceros Financial Services's 13F filing for Q1 2019, filed 3 May 2019.