Migdal Insurance & Financial Holdings’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Migdal Insurance & Financial Holdings’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	–	Sell	-230	Closed	-$24K	–	696
2018 Q4	$24K	Hold	230	–	–	﹤0.01%	629
2018 Q3	$24K	Hold	230	–	–	﹤0.01%	741
2018 Q2	$24K	Hold	230	–	–	﹤0.01%	704
2018 Q1	$25K	Hold	230	–	–	﹤0.01%	532
2017 Q4	$25K	Hold	230	–	–	﹤0.01%	468
2017 Q3	$25K	Buy	+230	New	+$25.2K	﹤0.01%	486

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

Migdal Insurance & Financial Holdings's AGG Position: Q1 2019 in Review

Migdal Insurance & Financial Holdings sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2019, closing a stake of 230 shares — an estimated $24K sold.

Migdal Insurance & Financial Holdings first reported a position in AGG in Q3 2017 and held it in 6 quarters. The position peaked at $25K in Q1 2018. 987 funds tracked by Wall St. Rank hold AGG as of Q1 2019.

Migdal Insurance & Financial Holdings reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 230 iShares Core US Aggregate Bond ETF shares in Q1 2019, an estimated $24K.
Migdal Insurance & Financial Holdings first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's iShares Core US Aggregate Bond ETF position peaked at $25K in Q1 2018.
987 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2019, filed 1 May 2019.