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Starfire Investment Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Starfire Investment Advisers’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
2020
Q2 		$486K Sell
4,118
-451
-10% -$52.8K 0.23% 97
2020
Q1 		$527K Sell
4,569
-104
-2% -$11.9K 0.29% 83
2019
Q4 		$525K Sell
4,673
-208
-4% -$23.4K 0.2% 101
2019
Q3 		$552K Buy
4,881
+3
+0.1% +$337 0.23% 94
2019
Q2 		$543K Sell
4,878
-452
-8% -$49.4K 0.24% 90
2019
Q1 		$581K Buy
5,330
+3
+0.1% +$322 0.27% 85
2018
Q4 		$567K Sell
5,327
-324
-6% -$34K 0.31% 81
2018
Q3 		$596K Sell
5,651
-991
-15% -$105K 0.3% 70
2018
Q2 		$706K Sell
6,642
-2,022
-23% -$214K 0.36% 64
2018
Q1 		$929K Buy
8,664
+3,896
+82% +$418K 0.48% 49
2017
Q4 		$521K Buy
+4,768
New +$521K 0.42% 70
2017
Q3 		– Sell
-12,713
Closed -$1.39M – 120
2017
Q2 		$1.39M Hold
12,713
– – 0.82% 33
2017
Q1 		$1.39M Buy
12,713
+387
+3% +$41.9K 0.75% 36
2016
Q4 		$1.33M Buy
12,326
+2,043
+20% +$224K 0.76% 35
2016
Q3 		$1.16M Buy
10,283
+114
+1% +$12.8K 0.68% 37
2016
Q2 		$1.15M Buy
10,169
+840
+9% +$93.3K 0.79% 33
2016
Q1 		$1.03M Buy
9,329
+732
+9% +$80.1K 0.68% 36
2015
Q4 		$929K Buy
8,597
+1,121
+15% +$122K 0.64% 42
2015
Q3 		$819K Buy
7,476
+4
+0.1% +$436 0.6% 41
2015
Q2 		$813K Buy
7,472
+1,313
+21% +$144K 0.54% 47
2015
Q1 		$686K Buy
+6,159
New +$684K 0.45% 52

Other funds holding AGG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Starfire Investment Advisers's AGG Position: Q2 2020 in Review

Starfire Investment Advisers reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.9% in Q2 2020, selling an estimated $52.8K and leaving 4,118 shares worth $486K. The position accounts for 0.23% of the portfolio, ranked #97.

Starfire Investment Advisers first reported a position in AGG in Q1 2015 and has held it in 21 quarters since. The position peaked at $1.39M in Q2 2017. 1,291 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

  • Starfire Investment Advisers held 4,118 shares of iShares Core US Aggregate Bond ETF worth $486K as of Q2 2020.
  • Starfire Investment Advisers sold 451 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $52.8K.
  • iShares Core US Aggregate Bond ETF made up 0.23% of Starfire Investment Advisers's portfolio in Q2 2020, its #97 holding.
  • Starfire Investment Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's iShares Core US Aggregate Bond ETF position peaked at $1.39M in Q2 2017.
  • 1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.