Parker Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Parker Investment Management’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 Q1	–	Sell	-33,438	Closed	-$3.76M	–	27
2019 Q4	$3.76M	Sell	33,438 -742	-2%	-$83.6K	0.92%	18
2019 Q3	$3.87M	Sell	34,180 -134	-0.4%	-$15.1K	1.16%	17
2019 Q2	$3.82M	Sell	34,314 -705	-2%	-$77.1K	1.17%	15
2019 Q1	$3.82M	Buy	+35,019	New	+$3.76M	1.18%	14

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

RJA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Parker Investment Management's AGG Position: Q1 2020 in Review

Parker Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 33,438 shares — an estimated $3.76M sold.

Parker Investment Management first reported a position in AGG in Q1 2019 and held it in 4 quarters. The position peaked at $3.87M in Q3 2019. 1,219 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

Parker Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
Parker Investment Management sold 33,438 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $3.76M.
Parker Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 4 quarters.
Parker Investment Management's iShares Core US Aggregate Bond ETF position peaked at $3.87M in Q3 2019.
1,219 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Parker Investment Management's 13F filing for Q1 2020, filed 13 May 2020.