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Portfolio Strategies (Washington)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q1 		– Sell
-3,139
Closed -$339K – 72
2016
Q4 		$339K Buy
+3,139
New +$344K 0.39% 29
2014
Q4 		$3.9M Buy
+35,409
New +$3.9M 4.78% 12
2014
Q1 		– Sell
-5,189
Closed -$552K – 47
2013
Q4 		$552K Buy
+5,189
New +$556K 0.71% 35

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Portfolio Strategies (Washington)'s AGG Position: Q1 2017 in Review

Portfolio Strategies (Washington) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2017, closing a stake of 3,139 shares — an estimated $339K sold.

Portfolio Strategies (Washington) first reported a position in AGG in Q4 2013 and held it in 3 quarters. The position peaked at $3.9M in Q4 2014. 744 funds tracked by Wall St. Rank hold AGG as of Q1 2017.

  • Portfolio Strategies (Washington) reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 3,139 iShares Core US Aggregate Bond ETF shares in Q1 2017, an estimated $339K.
  • Portfolio Strategies (Washington) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and held it in 3 quarters.
  • Portfolio Strategies (Washington)'s iShares Core US Aggregate Bond ETF position peaked at $3.9M in Q4 2014.
  • 744 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q1 2017, filed 28 Apr 2017.