RNS
AGG icon

Robert N. Shapiro’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$117K Buy
1,062
+91
+9% +$10K 0.02% 331
2014
Q3 		$106K Sell
971
-41
-4% -$4.48K 0.02% 366
2014
Q2 		$111K Sell
1,012
-70
-6% -$7.61K 0.02% 358
2014
Q1 		$117K Sell
1,082
-85
-7% -$9.15K 0.02% 343
2013
Q4 		$124K Hold
1,167
– – 0.02% 341
2013
Q3 		$125K Sell
1,167
-4
-0.3% -$426 0.02% 362
2013
Q2 		$126K Buy
+1,171
New +$129K 0.03% 334

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return