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Risk Paradigm Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Risk Paradigm Group’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
2018
Q2 		– Sell
-323
Closed -$34.6K – 97
2018
Q1 		$34.6K Sell
323
-111
-26% -$11.9K 0.04% 158
2017
Q4 		$47.4K Buy
434
+111
+34% +$12.1K 0.05% 163
2017
Q3 		$35.4K Hold
323
– – 0.04% 160
2017
Q2 		$35.4K Sell
323
-1,038
-76% -$113K 0.04% 164
2017
Q1 		$148K Sell
1,361
-11,642
-90% -$1.26M 0.17% 93
2016
Q4 		$1.41M Sell
13,003
-464
-3% -$50.8K 1.55% 16
2016
Q3 		$1.51M Buy
13,467
+925
+7% +$104K 1.13% 18
2016
Q2 		$1.41M Sell
12,542
-2,601
-17% -$289K 1.91% 8
2016
Q1 		$1.68M Buy
15,143
+523
+4% +$57.2K 2.13% 10
2015
Q4 		$1.58M Buy
14,620
+3,574
+32% +$389K 1.87% 18
2015
Q3 		$1.21M Sell
11,046
-4,406
-29% -$480K 2.5% 11
2015
Q2 		$1.68M Buy
15,452
+2,035
+15% +$224K 1.6% 22
2015
Q1 		$1.5M Buy
+13,417
New +$1.49M 1.46% 26

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Risk Paradigm Group's AGG Position: Q2 2018 in Review

Risk Paradigm Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2018, closing a stake of 323 shares — an estimated $34.6K sold.

Risk Paradigm Group first reported a position in AGG in Q1 2015 and held it in 13 quarters. The position peaked at $1.68M in Q2 2015. 864 funds tracked by Wall St. Rank hold AGG as of Q2 2018.

  • Risk Paradigm Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Risk Paradigm Group sold 323 iShares Core US Aggregate Bond ETF shares in Q2 2018, an estimated $34.6K.
  • Risk Paradigm Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and held it in 13 quarters.
  • Risk Paradigm Group's iShares Core US Aggregate Bond ETF position peaked at $1.68M in Q2 2015.
  • 864 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.