Live Your Vision’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Live Your Vision’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	$1K	Hold	12	–	–	﹤0.01%	256
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	235
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	251
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	297
2018 Q1	$1K	Sell	12 -2,920	-100%	-$313K	﹤0.01%	249
2017 Q4	$317K	Buy	2,932 +2,920	+24,333%	+$319K	0.11%	59
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	250
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	281
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	285
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	281
2016 Q3	$1K	Buy	+12	New	+$1.35K	﹤0.01%	280
2015 Q4	–	Sell	-67	Closed	-$7K	–	75
2015 Q3	$7K	Buy	+67	New	+$7.31K	﹤0.01%	206

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

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

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Live Your Vision's AGG Position: Q1 2019 in Review

Live Your Vision held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2019 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Live Your Vision first reported a position in AGG in Q3 2015 and has held it in 12 quarters since. The position peaked at $317K in Q4 2017. 986 funds tracked by Wall St. Rank hold AGG as of Q1 2019.

Live Your Vision held 12 shares of iShares Core US Aggregate Bond ETF worth $1K as of Q1 2019.
Live Your Vision 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 Live Your Vision's portfolio in Q1 2019, its #256 holding.
Live Your Vision first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's iShares Core US Aggregate Bond ETF position peaked at $317K in Q4 2017.
986 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.