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

IberiaBank’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	$5.01M	Buy	42,387 +876	+2%	+$103K	0.59%	60
2020 Q1	$4.79M	Buy	41,511 +5,894	+17%	+$672K	0.63%	53
2019 Q4	$4M	Buy	35,617 +19,679	+123%	+$2.22M	0.42%	74
2019 Q3	$1.8M	Buy	15,938 +1,630	+11%	+$183K	0.21%	101
2019 Q2	$1.59M	Sell	14,308 -121	-0.8%	-$13.2K	0.18%	107
2019 Q1	$1.57M	Sell	14,429 -13,524	-48%	-$1.45M	0.18%	109
2018 Q4	$2.98M	Buy	27,953 +25,722	+1,153%	+$2.7M	0.39%	79
2018 Q3	$235K	Buy	+2,231	New	+$237K	0.03%	255
2018 Q1	–	Sell	-2,274	Closed	-$248K	–	210
2017 Q4	$248K	Buy	+2,274	New	+$249K	0.04%	215

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

IberiaBank's AGG Position: Q2 2020 in Review

IberiaBank increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q2 2020, buying an estimated $103K and bringing the position to 42,387 shares worth $5.01M. The position accounts for 0.59% of the portfolio, ranked #60.

IberiaBank first reported a position in AGG in Q4 2017 and has held it in 9 quarters since. 1,292 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

IberiaBank held 42,387 shares of iShares Core US Aggregate Bond ETF worth $5.01M as of Q2 2020.
IberiaBank bought 876 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $103K.
iShares Core US Aggregate Bond ETF made up 0.59% of IberiaBank's portfolio in Q2 2020, its #60 holding.
IberiaBank first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 9 quarters since.
1,292 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.