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Landaas & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Landaas & Company’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
-295
Closed -$32K – 62
2017
Q4 		$32K Buy
295
+207
+235% +$22.6K 0.03% 183
2017
Q3 		$10K Buy
+88
New +$9.66K 0.01% 247

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

Landaas & Company's AGG Position: Q1 2018 in Review

Landaas & Company sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2018, closing a stake of 295 shares — an estimated $32K sold.

Landaas & Company first reported a position in AGG in Q3 2017 and held it in 2 quarters. The position peaked at $32K in Q4 2017. 872 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

  • Landaas & Company reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Landaas & Company sold 295 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $32K.
  • Landaas & Company first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and held it in 2 quarters.
  • Landaas & Company's iShares Core US Aggregate Bond ETF position peaked at $32K in Q4 2017.
  • 872 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on Landaas & Company's 13F filing for Q1 2018, filed 14 May 2018.