Forefront Analytics’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Forefront Analytics’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
2020 Q2	–	Sell	-948	Closed	-$109K	–	57
2020 Q1	$109K	Sell	948 -84	-8%	-$9.57K	0.09%	49
2019 Q4	$116K	Buy	1,032 +4	+0.4%	+$451	0.05%	42
2019 Q3	$117K	Buy	+1,028	New	+$116K	0.05%	42
2018 Q4	–	Sell	-53,147	Closed	-$5.61M	–	43
2018 Q3	$5.61M	Buy	53,147 +352	+0.7%	+$37.3K	2.55%	19
2018 Q2	$5.61M	Buy	52,795 +968	+2%	+$103K	2.61%	18
2018 Q1	$5.56M	Buy	51,827 +26,891	+108%	+$2.89M	3.11%	13
2017 Q4	$2.73M	Buy	+24,936	New	+$2.73M	1.62%	22

Other funds holding AGG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TAIM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFRM

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

Forefront Analytics's AGG Position: Q2 2020 in Review

Forefront Analytics sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 948 shares — an estimated $109K sold.

Forefront Analytics first reported a position in AGG in Q4 2017 and held it in 7 quarters. The position peaked at $5.61M in Q2 2018. 1,291 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

Forefront Analytics reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Forefront Analytics sold 948 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $109K.
Forefront Analytics first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 7 quarters.
Forefront Analytics's iShares Core US Aggregate Bond ETF position peaked at $5.61M in Q2 2018.
1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Forefront Analytics's 13F filing for Q2 2020, filed 10 Aug 2020.