INR Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

INR Advisory Services’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 Q1	$39K	Hold	362	–	–	0.01%	32
2018 Q4	$39K	Hold	362	–	–	0.01%	35
2018 Q3	$38K	Hold	362	–	–	0.01%	26
2018 Q2	$38K	Hold	362	–	–	0.01%	29
2018 Q1	$39K	Hold	362	–	–	0.01%	25
2017 Q4	$40K	Hold	362	–	–	0.01%	23
2017 Q3	$40K	Hold	362	–	–	0.01%	23
2017 Q2	$40K	Hold	362	–	–	0.01%	25
2017 Q1	$39K	Hold	362	–	–	0.01%	33
2016 Q4	$39K	Hold	362	–	–	0.01%	30
2016 Q3	$41K	Hold	362	–	–	0.01%	31
2016 Q2	$41K	Sell	362 -960	-73%	-$107K	0.01%	31
2016 Q1	$147K	Sell	1,322 -49	-4%	-$5.36K	0.03%	22
2015 Q4	$148K	Hold	1,371	–	–	0.03%	22
2015 Q3	$150K	Sell	1,371 -50	-4%	-$5.45K	0.03%	22
2015 Q2	$155K	Sell	1,421 -315	-18%	-$34.6K	0.03%	22
2015 Q1	$193K	Sell	1,736 -8,015	-82%	-$890K	0.03%	22
2014 Q4	$1.07M	Sell	9,751 -259	-3%	-$28.5K	0.21%	19
2014 Q3	$1.09M	Sell	10,010 -550	-5%	-$60.1K	0.23%	19
2014 Q2	$1.16M	Sell	10,560 -2,483	-19%	-$270K	0.24%	17
2014 Q1	$1.41M	Sell	13,043 -326	-2%	-$35.1K	0.31%	11
2013 Q4	$1.42M	Sell	13,369 -161	-1%	-$17.2K	0.33%	13
2013 Q3	$1.45M	Sell	13,530 -46	-0.3%	-$4.9K	0.38%	11
2013 Q2	$1.46M	Buy	+13,576	New	+$1.49M	0.4%	12

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TAIM

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

MFRM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

INR Advisory Services's AGG Position: Q1 2019 in Review

INR Advisory Services held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2019 at 362 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #32.

INR Advisory Services first reported a position in AGG in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.46M in Q2 2013. 987 funds tracked by Wall St. Rank hold AGG as of Q1 2019.

INR Advisory Services held 362 shares of iShares Core US Aggregate Bond ETF worth $39K as of Q1 2019.
INR Advisory Services left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2019.
iShares Core US Aggregate Bond ETF made up 0.01% of INR Advisory Services's portfolio in Q1 2019, its #32 holding.
INR Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 24 quarters since.
INR Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $1.46M in Q2 2013.
987 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.