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Stratford Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stratford Consulting’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
Q1 		$12K Buy
105
+3
+3% +$342 0.01% 75
2019
Q4 		$11K Buy
+102
New +$11.5K ﹤0.01% 76

Other funds holding AGG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stratford Consulting's AGG Position: Q1 2020 in Review

Stratford Consulting increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q1 2020, buying an estimated $342 and bringing the position to 105 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #75.

Stratford Consulting first reported a position in AGG in Q4 2019 and has held it in 2 quarters since. 1,218 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • Stratford Consulting held 105 shares of iShares Core US Aggregate Bond ETF worth $12K as of Q1 2020.
  • Stratford Consulting bought 3 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $342.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Stratford Consulting's portfolio in Q1 2020, its #75 holding.
  • Stratford Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • 1,218 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.