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

Girard 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
2017
Q4 		– Sell
-6,456
Closed -$706K – 2
2017
Q3 		$706K Buy
6,456
+528
+9% +$58K 0.62% 40
2017
Q2 		$648K Buy
5,928
+262
+5% +$28.6K 0.49% 52
2017
Q1 		$615K Buy
5,666
+17
+0.3% +$1.84K 0.53% 53
2016
Q4 		$610K Buy
5,649
+3,201
+131% +$351K 0.53% 50
2016
Q3 		$275K Buy
2,448
+653
+36% +$73.4K 0.28% 108
2016
Q2 		$200K Buy
+1,795
New +$199K 0.18% 149
2016
Q1 		– Sell
-1,882
Closed -$203K – 160
2015
Q4 		$203K Buy
+1,882
New +$205K 0.2% 133

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Girard Securities's AGG Position: Q4 2017 in Review

Girard Securities sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2017, closing a stake of 6,456 shares — an estimated $706K sold.

Girard Securities first reported a position in AGG in Q4 2015 and held it in 7 quarters. The position peaked at $706K in Q3 2017. 889 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

  • Girard Securities reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 6,456 iShares Core US Aggregate Bond ETF shares in Q4 2017, an estimated $706K.
  • Girard Securities first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 7 quarters.
  • Girard Securities's iShares Core US Aggregate Bond ETF position peaked at $706K in Q3 2017.
  • 889 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.