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

CIBC Bank USA’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
Q4 		– Sell
-1,950
Closed -$221K – 272
2019
Q3 		$221K Sell
1,950
-106
-5% -$11.9K 0.03% 252
2019
Q2 		$229K Buy
+2,056
New +$225K 0.03% 238
2018
Q4 		– Sell
-4,534
Closed -$478K – 242
2018
Q3 		$478K Buy
4,534
+334
+8% +$35.4K 0.07% 160
2018
Q2 		$446K Buy
4,200
+1,574
+60% +$167K 0.06% 165
2018
Q1 		$282K Sell
2,626
-179
-6% -$19.2K 0.04% 207
2017
Q4 		$307K Buy
2,805
+177
+7% +$19.4K 0.04% 195
2017
Q3 		$288K Sell
2,628
-120
-4% -$13.2K 0.04% 204
2017
Q2 		$301K Buy
2,748
+66
+2% +$7.21K 0.04% 198
2017
Q1 		$290K Buy
2,682
+55
+2% +$5.95K 0.04% 205
2016
Q4 		$283K Sell
2,627
-1,064
-29% -$117K 0.04% 199
2016
Q3 		$415K Buy
3,691
+156
+4% +$17.5K 0.06% 172
2016
Q2 		$398K Buy
3,535
+1,110
+46% +$123K 0.06% 165
2016
Q1 		$269K Buy
+2,425
New +$265K 0.05% 182
2014
Q1 		– Sell
-4,125
Closed -$439K – 316
2013
Q4 		$439K Sell
4,125
-458
-10% -$49.1K 0.1% 199
2013
Q3 		$492K Sell
4,583
-4,117
-47% -$439K 0.12% 184
2013
Q2 		$934K Buy
+8,700
New +$956K 0.05% 189

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIBC Bank USA's AGG Position: Q4 2019 in Review

CIBC Bank USA sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2019, closing a stake of 1,950 shares — an estimated $221K sold.

CIBC Bank USA first reported a position in AGG in Q2 2013 and held it in 16 quarters. The position peaked at $934K in Q2 2013. 1,196 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

  • CIBC Bank USA reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • CIBC Bank USA sold 1,950 iShares Core US Aggregate Bond ETF shares in Q4 2019, an estimated $221K.
  • CIBC Bank USA first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 16 quarters.
  • CIBC Bank USA's iShares Core US Aggregate Bond ETF position peaked at $934K in Q2 2013.
  • 1,196 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.