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

MRA Associates USA’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 		$1.41M Buy
12,467
+6,491
+109% +$730K 5.54% 2
2019
Q2 		$665K Hold
5,976
– – 2.63% 10
2019
Q1 		$652K Sell
5,976
-128
-2% -$13.7K 1.16% 8
2018
Q4 		$650K Buy
+6,104
New +$640K 0.99% 10

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MRA Associates USA's AGG Position: Q3 2019 in Review

MRA Associates USA increased its iShares Core US Aggregate Bond ETF (AGG) stake by 109% in Q3 2019, buying an estimated $730K and bringing the position to 12,467 shares worth $1.41M. The position accounts for 5.54% of the portfolio, ranked #2.

MRA Associates USA first reported a position in AGG in Q4 2018 and has held it in 4 quarters since. 1,042 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

  • MRA Associates USA held 12,467 shares of iShares Core US Aggregate Bond ETF worth $1.41M as of Q3 2019.
  • MRA Associates USA bought 6,491 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $730K.
  • iShares Core US Aggregate Bond ETF made up 5.54% of MRA Associates USA's portfolio in Q3 2019, its #2 holding.
  • MRA Associates USA first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.