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Frontier Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Frontier Investment 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
2019
Q4 		– Sell
-2,201
Closed -$249K – 327
2019
Q3 		$249K Buy
+2,201
New +$247K 0.02% 238

Other funds holding AGG

Jones Financial Companies
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Wells Fargo
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BlackRock
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Frontier Investment Management's AGG Position: Q4 2019 in Review

Frontier Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2019, closing a stake of 2,201 shares — an estimated $249K sold.

Frontier Investment Management first reported a position in AGG in Q3 2019 and held it in 1 quarter. The position peaked at $249K in Q3 2019. 1,195 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

  • Frontier Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Frontier Investment Management sold 2,201 iShares Core US Aggregate Bond ETF shares in Q4 2019, an estimated $249K.
  • Frontier Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Frontier Investment Management's iShares Core US Aggregate Bond ETF position peaked at $249K in Q3 2019.
  • 1,195 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on Frontier Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.