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

Legacy Advisors’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 Q3	–	Sell	-133	Closed	-$15K	–	120
2019 Q2	$15K	Hold	133	–	–	0.01%	277
2019 Q1	$15K	Buy	+133	New	+$14.3K	﹤0.01%	300
2018 Q4	–	Sell	-133	Closed	-$14K	–	121
2018 Q3	$14K	Hold	133	–	–	0.01%	319
2018 Q2	$14K	Hold	133	–	–	0.01%	277
2018 Q1	$14K	Sell	133 -80	-38%	-$8.59K	0.01%	231
2017 Q4	$23K	Buy	213 +80	+60%	+$8.75K	0.02%	175
2017 Q3	$14K	Hold	133	–	–	0.02%	184
2017 Q2	$14K	Hold	133	–	–	0.02%	148
2017 Q1	$14K	Hold	133	–	–	0.02%	138
2016 Q4	$14K	Buy	+133	New	+$14.6K	0.02%	156

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

MFRM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Advisors's AGG Position: Q3 2019 in Review

Legacy Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2019, closing a stake of 133 shares — an estimated $15K sold.

Legacy Advisors first reported a position in AGG in Q4 2016 and held it in 10 quarters. The position peaked at $23K in Q4 2017. 1,041 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

Legacy Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 133 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $15K.
Legacy Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 10 quarters.
Legacy Advisors's iShares Core US Aggregate Bond ETF position peaked at $23K in Q4 2017.
1,041 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.