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

Scottrade 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
2017
Q3 		$279M Buy
2,546,968
+219,817
+9% +$24.1M 15.19% 3
2017
Q2 		$255M Buy
2,327,151
+294,891
+15% +$32.2M 16.48% 3
2017
Q1 		$220M Buy
2,032,260
+399,418
+24% +$43.2M 17.69% 3
2016
Q4 		$184M Hold
1,632,842
– – 22.14% 3
2016
Q3 		$184M Buy
1,632,842
+297,767
+22% +$33.5M 25.4% 3
2016
Q2 		$150M Buy
1,335,075
+210,406
+19% +$23.4M 30.55% 3
2016
Q1 		$125M Buy
1,124,669
+205,215
+22% +$22.5M 30.16% 3
2015
Q4 		$99.3M Buy
+919,454
New +$100M 29.06% 3

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Scottrade Investment Management's AGG Position: Q3 2017 in Review

Scottrade Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.4% in Q3 2017, buying an estimated $24.1M and bringing the position to 2,546,968 shares worth $279M. The position accounts for 15.19% of the portfolio, ranked #3.

Scottrade Investment Management first reported a position in AGG in Q4 2015 and has held it in 8 quarters since. 761 funds tracked by Wall St. Rank hold AGG as of Q3 2017.

  • Scottrade Investment Management held 2,546,968 shares of iShares Core US Aggregate Bond ETF worth $279M as of Q3 2017.
  • Scottrade Investment Management bought 219,817 iShares Core US Aggregate Bond ETF shares in Q3 2017, an estimated $24.1M.
  • iShares Core US Aggregate Bond ETF made up 15.19% of Scottrade Investment Management's portfolio in Q3 2017, its #3 holding.
  • Scottrade Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 8 quarters since.
  • 761 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2017.

Based on Scottrade Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.