Eagle Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Eagle Asset Management’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
2021 Q1	–	Sell	-58,960	Closed	-$6.97M	–	594
2020 Q4	$6.97M	Buy	+58,960	New	+$6.95M	0.04%	338
2018 Q1	–	Sell	-5,503	Closed	-$590K	–	626
2017 Q4	$590K	Buy	5,503 +3,194	+138%	+$349K	﹤0.01%	581
2017 Q3	$252K	Buy	2,309 +380	+20%	+$41.7K	﹤0.01%	603
2017 Q2	$211K	Buy	+1,929	New	+$211K	﹤0.01%	626
2017 Q1	–	Sell	-3,883	Closed	-$419K	–	646
2016 Q4	$419K	Buy	+3,883	New	+$425K	﹤0.01%	598

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TAIM

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

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

Eagle Asset Management's AGG Position: Q1 2021 in Review

Eagle Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 58,960 shares — an estimated $6.97M sold.

Eagle Asset Management first reported a position in AGG in Q4 2016 and held it in 5 quarters. The position peaked at $6.97M in Q4 2020. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

Eagle Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
Eagle Asset Management sold 58,960 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $6.97M.
Eagle Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 5 quarters.
Eagle Asset Management's iShares Core US Aggregate Bond ETF position peaked at $6.97M in Q4 2020.
1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Eagle Asset Management's 13F filing for Q1 2021, filed 14 May 2021.