Simply Money Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Simply Money Advisors’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 Q1	$55.3M	Sell	515,946 -262,514	-34%	-$28.2M	7.78%	4
2017 Q4	$85.1M	Buy	778,460 +4,923	+0.6%	+$538K	10.99%	2
2017 Q3	$84.8M	Sell	773,537 -18,076	-2%	-$1.98M	11.22%	2
2017 Q2	$86.7M	Sell	791,613 -3,608	-0.5%	-$394K	11.82%	2
2017 Q1	$86.3M	Sell	795,221 -25,005	-3%	-$2.71M	12.07%	2
2016 Q4	$88.6M	Buy	820,226 +192,290	+31%	+$21.1M	12.76%	2
2016 Q3	$70.6M	Buy	627,936 +72,882	+13%	+$8.19M	10.86%	3
2016 Q2	$62.5M	Sell	555,054 -25,090	-4%	-$2.79M	9.62%	3
2016 Q1	$64.3M	Buy	580,144 +251,632	+77%	+$27.5M	9.8%	3
2015 Q4	$35.5M	Buy	328,512 +14,263	+5%	+$1.55M	5.34%	8
2015 Q3	$34.4M	Sell	314,249 -1,026	-0.3%	-$112K	5.32%	8
2015 Q2	$34.3M	Buy	315,275 +111,318	+55%	+$12.2M	5.05%	8
2015 Q1	$22.7M	Buy	203,957 +1,066	+0.5%	+$118K	3.29%	11
2014 Q4	$22.3M	Sell	202,891 -2,750	-1%	-$303K	3.31%	11
2014 Q3	$22.4M	Buy	205,641 +203,781	+10,956%	+$22.3M	3.42%	13
2014 Q2	$203K	Buy	1,860 +104	+6%	+$11.3K	0.03%	21
2014 Q1	$189K	Buy	1,756 +1,705	+3,343%	+$183K	0.03%	20
2013 Q4	$5K	Buy	+51	New	+$5.46K	﹤0.01%	40
2013 Q3	–	Sell	-93	Closed	-$10K	–	125
2013 Q2	$10K	Buy	+93	New	+$10.2K	﹤0.01%	153

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simply Money Advisors's AGG Position: Q1 2018 in Review

Simply Money Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 34% in Q1 2018, selling an estimated $28.2M and leaving 515,946 shares worth $55.3M. The position accounts for 7.78% of the portfolio, ranked #4.

Simply Money Advisors first reported a position in AGG in Q2 2013 and has held it in 19 quarters since. The position peaked at $88.6M in Q4 2016. 872 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

Simply Money Advisors held 515,946 shares of iShares Core US Aggregate Bond ETF worth $55.3M as of Q1 2018.
Simply Money Advisors sold 262,514 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $28.2M.
iShares Core US Aggregate Bond ETF made up 7.78% of Simply Money Advisors's portfolio in Q1 2018, its #4 holding.
Simply Money Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 19 quarters since.
Simply Money Advisors's iShares Core US Aggregate Bond ETF position peaked at $88.6M in Q4 2016.
872 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.