Credential Securities’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Credential Securities’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 Q2	$183K	Hold	1,722	–	–	0.04%	165
2018 Q1	$185K	Buy	1,722 +121	+8%	+$13K	0.04%	170
2017 Q4	$175K	Buy	1,601 +220	+16%	+$24.1K	0.04%	175
2017 Q3	$151K	Hold	1,381	–	–	0.04%	178
2017 Q2	$151K	Hold	1,381	–	–	0.05%	181
2017 Q1	$150K	Hold	1,381	–	–	0.05%	176
2016 Q4	$149K	Hold	1,381	–	–	0.06%	168
2016 Q3	$155K	Buy	1,381 +461	+50%	+$51.8K	0.07%	170
2016 Q2	$104K	Hold	920	–	–	0.05%	178
2016 Q1	$102K	Hold	920	–	–	0.06%	180
2015 Q4	$99.3K	Hold	920	–	–	0.07%	170
2015 Q3	$101K	Hold	920	–	–	0.07%	162
2015 Q2	$100K	Buy	920 +120	+15%	+$13.2K	0.06%	166
2015 Q1	$89.1K	Hold	800	–	–	0.06%	176
2014 Q4	$88.1K	Hold	800	–	–	0.06%	166
2014 Q3	$87.3K	Sell	800 -200	-20%	-$21.8K	0.06%	170
2014 Q2	$109K	Sell	1,000 -200	-17%	-$21.7K	0.07%	154
2014 Q1	$129K	Buy	+1,200	New	+$129K	0.1%	147

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFRM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Credential Securities's AGG Position: Q2 2018 in Review

Credential Securities held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2018 at 1,722 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #165.

Credential Securities first reported a position in AGG in Q1 2014 and has held it in 18 quarters since. The position peaked at $185K in Q1 2018. 865 funds tracked by Wall St. Rank hold AGG as of Q2 2018.

Credential Securities held 1,722 shares of iShares Core US Aggregate Bond ETF worth $183K as of Q2 2018.
Credential Securities left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2018.
iShares Core US Aggregate Bond ETF made up 0.04% of Credential Securities's portfolio in Q2 2018, its #165 holding.
Credential Securities first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 18 quarters since.
Credential Securities's iShares Core US Aggregate Bond ETF position peaked at $185K in Q1 2018.
865 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.