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Premier Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Premier Asset 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
2019
Q3 		– Sell
-4,444
Closed -$494K – 117
2019
Q2 		$494K Buy
+4,444
New +$486K 0.12% 97

Other funds holding AGG

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Premier Asset Management's AGG Position: Q3 2019 in Review

Premier Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2019, closing a stake of 4,444 shares — an estimated $494K sold.

Premier Asset Management first reported a position in AGG in Q2 2019 and held it in 1 quarter. The position peaked at $494K in Q2 2019. 1,043 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

  • Premier Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Premier Asset Management sold 4,444 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $494K.
  • Premier Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Premier Asset Management's iShares Core US Aggregate Bond ETF position peaked at $494K in Q2 2019.
  • 1,043 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on Premier Asset Management's 13F filing for Q3 2019, filed 1 Nov 2019.