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

IFC Holdings’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
2018
Q1 		– Sell
-453,446
Closed -$49.6M – 13
2017
Q4 		$49.6M Buy
453,446
+98,622
+28% +$10.8M 3.41% 6
2017
Q3 		$38.9M Buy
354,824
+22,910
+7% +$2.51M 2.71% 8
2017
Q2 		$36.4M Buy
331,914
+40,402
+14% +$4.42M 2.78% 7
2017
Q1 		$31.6M Buy
291,512
+10,298
+4% +$1.11M 2.78% 7
2016
Q4 		$30.4M Buy
281,214
+33,937
+14% +$3.72M 3.03% 6
2016
Q3 		$27.8M Buy
247,277
+11,105
+5% +$1.25M 2.93% 6
2016
Q2 		$26.6M Buy
236,172
+20,672
+10% +$2.3M 3% 6
2016
Q1 		$23.8M Buy
215,500
+11,991
+6% +$1.31M 3% 6
2015
Q4 		$22M Buy
203,509
+31,812
+19% +$3.46M 2.92% 6
2015
Q3 		$18.7M Buy
171,697
+11,981
+8% +$1.31M 2.86% 6
2015
Q2 		$17.3M Buy
159,716
+86
+0.1% +$9.46K 2.5% 6
2015
Q1 		$17.7M Buy
159,630
+23,543
+17% +$2.61M 2.7% 5
2014
Q4 		$14.9M Buy
136,087
+18,121
+15% +$1.99M 2.46% 5
2014
Q3 		$12.9M Sell
117,966
-26,075
-18% -$2.85M 2.32% 5
2014
Q2 		$15.8M Buy
144,041
+29,207
+25% +$3.18M 2.89% 5
2014
Q1 		$12.4M Buy
114,834
+45,227
+65% +$4.87M 2.56% 5
2013
Q4 		$7.41M Buy
69,607
+12,606
+22% +$1.35M 1.57% 10
2013
Q3 		$6.1M Sell
57,001
-1,415
-2% -$151K 1.33% 13
2013
Q2 		$6.27M Buy
+58,416
New +$6.42M 1.5% 9

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFC Holdings's AGG Position: Q1 2018 in Review

IFC Holdings sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2018, closing a stake of 453,446 shares — an estimated $49.6M sold.

IFC Holdings first reported a position in AGG in Q2 2013 and held it in 19 quarters. The position peaked at $49.6M in Q4 2017. 872 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

  • IFC Holdings reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 453,446 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $49.6M.
  • IFC Holdings first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's iShares Core US Aggregate Bond ETF position peaked at $49.6M in Q4 2017.
  • 872 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.