Nalls Sherbakoff Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Nalls Sherbakoff Group’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
2018 Q4	$11K	Buy	+107	New	+$11.2K	0.02%	257

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MFRM

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

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

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

Nalls Sherbakoff Group's AGG Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2018: 107 shares worth $11K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings.

979 funds tracked by Wall St. Rank hold AGG as of Q4 2018.

Nalls Sherbakoff Group held 107 shares of iShares Core US Aggregate Bond ETF worth $11K as of Q4 2018.
iShares Core US Aggregate Bond ETF was a new Nalls Sherbakoff Group position in Q4 2018.
iShares Core US Aggregate Bond ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #257 holding.
979 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.