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Santori & Peters Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Santori & Peters Inc’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
-3,420
Closed -$366K – 48
2018
Q1 		$366K Buy
3,420
+2,386
+231% +$256K 0.33% 33
2017
Q4 		$110K Buy
+1,034
New +$113K 0.1% 69

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

Santori & Peters Inc's AGG Position: Q2 2018 in Review

Santori & Peters Inc sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2018, closing a stake of 3,420 shares — an estimated $366K sold.

Santori & Peters Inc first reported a position in AGG in Q4 2017 and held it in 2 quarters. The position peaked at $366K in Q1 2018. 865 funds tracked by Wall St. Rank hold AGG as of Q2 2018.

  • Santori & Peters Inc reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 3,420 iShares Core US Aggregate Bond ETF shares in Q2 2018, an estimated $366K.
  • Santori & Peters Inc first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Santori & Peters Inc's iShares Core US Aggregate Bond ETF position peaked at $366K in Q1 2018.
  • 865 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2018.

Based on Santori & Peters Inc's 13F filing for Q2 2018, filed 25 Jul 2018.