Newfound Research’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Newfound Research’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
2020 Q2	–	Sell	-14	Closed	-$2K	–	55
2020 Q1	$2K	Sell	14 -1	-7%	-$114	﹤0.01%	34
2019 Q4	$2K	Hold	15	–	–	﹤0.01%	78
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	90
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	88
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	82
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	68
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	102
2018 Q2	$2K	Sell	15 -4	-21%	-$424	﹤0.01%	87
2018 Q1	$2K	Hold	19	–	–	﹤0.01%	90
2017 Q4	$2K	Buy	19 +3	+19%	+$328	﹤0.01%	104
2017 Q3	$2K	Buy	16 +1	+7%	+$110	﹤0.01%	96
2017 Q2	$2K	Hold	15	–	–	﹤0.01%	99
2017 Q1	$2K	Buy	+15	New	+$1.62K	﹤0.01%	97

Other funds holding AGG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

MFRM

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

Newfound Research's AGG Position: Q2 2020 in Review

Newfound Research sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 14 shares — an estimated $2K sold.

Newfound Research first reported a position in AGG in Q1 2017 and held it in 13 quarters. The position peaked at $2K in Q1 2020. 1,291 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

Newfound Research reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 14 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $2K.
Newfound Research first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and held it in 13 quarters.
Newfound Research's iShares Core US Aggregate Bond ETF position peaked at $2K in Q1 2020.
1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.