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Shoker Investment Counsel’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Shoker Investment Counsel’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
-1,876
Closed -$201K – 106
2018
Q1 		$201K Buy
1,876
+8
+0.4% +$859 0.15% 98
2017
Q4 		$204K Sell
1,868
-1,853
-50% -$203K 0.15% 100
2017
Q3 		$407K Buy
+3,721
New +$408K 0.31% 75

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

Shoker Investment Counsel's AGG Position: Q2 2018 in Review

Shoker Investment Counsel sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2018, closing a stake of 1,876 shares — an estimated $201K sold.

Shoker Investment Counsel first reported a position in AGG in Q3 2017 and held it in 3 quarters. The position peaked at $407K in Q3 2017. 865 funds tracked by Wall St. Rank hold AGG as of Q2 2018.

  • Shoker Investment Counsel reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Shoker Investment Counsel sold 1,876 iShares Core US Aggregate Bond ETF shares in Q2 2018, an estimated $201K.
  • Shoker Investment Counsel first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and held it in 3 quarters.
  • Shoker Investment Counsel's iShares Core US Aggregate Bond ETF position peaked at $407K in Q3 2017.
  • 865 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2018.

Based on Shoker Investment Counsel's 13F filing for Q2 2018, filed 18 Jul 2018.