CCB
AGG icon

Cutter & Co Brokerage’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cutter & Co Brokerage’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 		– Sell
-28,436
Closed -$3.05M – 247
2018
Q1 		$3.05M Buy
+28,436
New +$3.05M 1.21% 17

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cutter & Co Brokerage's AGG Position: Q2 2018 in Review

Cutter & Co Brokerage sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2018, closing a stake of 28,436 shares — an estimated $3.05M sold.

Cutter & Co Brokerage first reported a position in AGG in Q1 2018 and held it in 1 quarter. The position peaked at $3.05M in Q1 2018. 864 funds tracked by Wall St. Rank hold AGG as of Q2 2018.

  • Cutter & Co Brokerage reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Cutter & Co Brokerage sold 28,436 iShares Core US Aggregate Bond ETF shares in Q2 2018, an estimated $3.05M.
  • Cutter & Co Brokerage first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 1 quarter.
  • Cutter & Co Brokerage's iShares Core US Aggregate Bond ETF position peaked at $3.05M in Q1 2018.
  • 864 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2018.

Based on Cutter & Co Brokerage's 13F filing for Q2 2018, filed 30 Jul 2018.