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

Rampart 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
Q3 		– Sell
-16,382
Closed -$1.94M – 406
2020
Q2 		$1.94M Sell
16,382
-1,662
-9% -$195K 0.33% 88
2020
Q1 		$2.08M Buy
18,044
+13,723
+318% +$1.56M 0.99% 17
2019
Q4 		$486K Sell
4,321
-952
-18% -$107K 0.06% 320
2019
Q3 		$597K Sell
5,273
-5,304
-50% -$596K 0.07% 273
2019
Q2 		$1.18M Buy
10,577
+3,245
+44% +$355K 0.14% 204
2019
Q1 		$800K Sell
7,332
-3,409
-32% -$366K 0.09% 260
2018
Q4 		$1.14M Buy
10,741
+7,145
+199% +$749K 0.32% 81
2018
Q3 		$379K Buy
3,596
+682
+23% +$72.3K 0.17% 141
2018
Q2 		$310K Buy
2,914
+33
+1% +$3.5K 0.03% 402
2018
Q1 		$309K Sell
2,881
-610
-17% -$65.5K 0.03% 398
2017
Q4 		$382K Buy
3,491
+13
+0.4% +$1.42K 0.15% 164
2017
Q3 		$381K Buy
3,478
+40
+1% +$4.39K 0.13% 185
2017
Q2 		$376K Sell
3,438
-545
-14% -$59.6K 0.14% 170
2017
Q1 		$432K Sell
3,983
-555
-12% -$60K 0.15% 39
2016
Q4 		$490K Buy
4,538
+601
+15% +$65.8K 0.18% 101
2016
Q3 		$443K Buy
3,937
+646
+20% +$72.6K 0.17% 106
2016
Q2 		$371K Sell
3,291
-3,040
-48% -$338K 0.23% 9
2016
Q1 		$702K Sell
6,331
-5,404
-46% -$591K 0.38% 11
2015
Q4 		$1.27M Buy
11,735
+1,099
+10% +$120K 0.66% 8
2015
Q3 		$1.17M Buy
10,636
+7,415
+230% +$809K 0.51% 9
2015
Q2 		$350K Sell
3,221
-1
-0% -$110 0.14% 8
2015
Q1 		$359K Sell
3,222
-1,962
-38% -$218K 0.14% 7
2014
Q4 		$571K Buy
+5,184
New +$570K 0.23% 11

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Rampart Investment Management's AGG Position: Q3 2020 in Review

Rampart Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 16,382 shares — an estimated $1.94M sold.

Rampart Investment Management first reported a position in AGG in Q4 2014 and held it in 23 quarters. The position peaked at $2.08M in Q1 2020. 1,300 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • Rampart Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 16,382 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $1.94M.
  • Rampart Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 23 quarters.
  • Rampart Investment Management's iShares Core US Aggregate Bond ETF position peaked at $2.08M in Q1 2020.
  • 1,300 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.