Chemical Bank’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Chemical Bank’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 Q2	$562K	Buy	5,049 +578	+13%	+$63.2K	0.06%	238
2019 Q1	$488K	Hold	4,471	–	–	0.06%	248
2018 Q4	$476K	Sell	4,471 -209	-4%	-$21.9K	0.06%	240
2018 Q3	$494K	Hold	4,680	–	–	0.05%	254
2018 Q2	$498K	Buy	4,680 +153	+3%	+$16.2K	0.05%	246
2018 Q1	$486K	Buy	4,527 +14	+0.3%	+$1.5K	0.05%	249
2017 Q4	$493K	Buy	4,513 +1,175	+35%	+$128K	0.05%	252
2017 Q3	$366K	Buy	3,338 +150	+5%	+$16.5K	0.04%	283
2017 Q2	$349K	Buy	3,188 +122	+4%	+$13.3K	0.04%	299
2017 Q1	$333K	Buy	3,066 +115	+4%	+$12.4K	0.04%	301
2016 Q4	$319K	Buy	2,951 +40	+1%	+$4.38K	0.04%	291
2016 Q3	$327K	Buy	2,911 +3	+0.1%	+$337	0.04%	271
2016 Q2	$327K	Buy	2,908 +57	+2%	+$6.33K	0.05%	267
2016 Q1	$316K	Hold	2,851	–	–	0.04%	270
2015 Q4	$308K	Buy	+2,851	New	+$310K	0.04%	269

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chemical Bank's AGG Position: Q2 2019 in Review

Chemical Bank increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2019, buying an estimated $63.2K and bringing the position to 5,049 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #238.

Chemical Bank first reported a position in AGG in Q4 2015 and has held it in 15 quarters since. 1,006 funds tracked by Wall St. Rank hold AGG as of Q2 2019.

Chemical Bank held 5,049 shares of iShares Core US Aggregate Bond ETF worth $562K as of Q2 2019.
Chemical Bank bought 578 iShares Core US Aggregate Bond ETF shares in Q2 2019, an estimated $63.2K.
iShares Core US Aggregate Bond ETF made up 0.06% of Chemical Bank's portfolio in Q2 2019, its #238 holding.
Chemical Bank first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 15 quarters since.
1,006 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2019.

Based on Chemical Bank's 13F filing for Q2 2019, filed 25 Jul 2019.