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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 $250B AUM 21.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $10.6B AUM 19.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Robert N. Shapiro's AGG Position: Q4 2014 in Review

Robert N. Shapiro increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.4% in Q4 2014, buying an estimated $10K and bringing the position to 1,062 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #331.

Robert N. Shapiro first reported a position in AGG in Q2 2013 and has held it in 7 quarters since. The position peaked at $126K in Q2 2013. 538 funds tracked by Wall St. Rank hold AGG as of Q4 2014.

  • Robert N. Shapiro held 1,062 shares of iShares Core US Aggregate Bond ETF worth $117K as of Q4 2014.
  • Robert N. Shapiro bought 91 iShares Core US Aggregate Bond ETF shares in Q4 2014, an estimated $10K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #331 holding.
  • Robert N. Shapiro first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's iShares Core US Aggregate Bond ETF position peaked at $126K in Q2 2013.
  • 538 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.