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

Lau Associates’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
Q4 		$843K Hold
7,500
– – 0.42% 54
2019
Q3 		$849K Hold
7,500
– – 0.45% 52
2019
Q2 		$835K Hold
7,500
– – 0.4% 56
2019
Q1 		$818K Buy
+7,500
New +$804K 0.42% 55

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lau Associates's AGG Position: Q4 2019 in Review

Lau Associates held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2019 at 7,500 shares worth $843K. The position accounts for 0.42% of the portfolio, ranked #54.

Lau Associates first reported a position in AGG in Q1 2019 and has held it in 4 quarters since. The position peaked at $849K in Q3 2019. 1,195 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

  • Lau Associates held 7,500 shares of iShares Core US Aggregate Bond ETF worth $843K as of Q4 2019.
  • Lau Associates left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2019.
  • iShares Core US Aggregate Bond ETF made up 0.42% of Lau Associates's portfolio in Q4 2019, its #54 holding.
  • Lau Associates first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 4 quarters since.
  • Lau Associates's iShares Core US Aggregate Bond ETF position peaked at $849K in Q3 2019.
  • 1,195 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.