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

TD Ameritrade 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
2023 Q3	–	Sell	-15,193,021	Closed	-$1.49B	–	13
2023 Q2	$1.49B	Sell	15,193,021 -344,032	-2%	-$34M	15.83%	1
2023 Q1	$1.55B	Sell	15,537,053 -913,570	-6%	-$90.3M	15.88%	1
2022 Q4	$1.6B	Sell	16,450,623 -179,983	-1%	-$17.4M	16%	1
2022 Q3	$1.6B	Sell	16,630,606 -1,273,413	-7%	-$129M	15.98%	1
2022 Q2	$1.82B	Sell	17,904,019 -759,888	-4%	-$78.1M	16.16%	1
2022 Q1	$2B	Sell	18,663,907 -1,626,494	-8%	-$179M	14.88%	1
2021 Q4	$2.31B	Buy	20,290,401 +2,777,971	+16%	+$318M	16.16%	1
2021 Q3	$2.07B	Sell	17,512,430 -2,372,089	-12%	-$275M	16.9%	1
2021 Q2	$2.29B	Buy	19,884,519 +2,051,925	+12%	+$235M	16.28%	1
2021 Q1	$2.11B	Hold	17,832,594	–	–	16.04%	1
2020 Q4	$2.11B	Buy	17,832,594 +320,164	+2%	+$37.7M	16.04%	1
2020 Q3	$2.07B	Buy	17,512,430 +344,295	+2%	+$40.8M	16.9%	1
2020 Q2	$2.03B	Buy	17,168,135 +305,198	+2%	+$35.7M	17.01%	1
2020 Q1	$1.95B	Sell	16,862,937 -1,831,882	-10%	-$209M	18.02%	1
2019 Q4	$2.1B	Buy	18,694,819 +140,144	+0.8%	+$15.8M	15.96%	1
2019 Q3	$2.1B	Sell	18,554,675 -370,757	-2%	-$41.7M	16.8%	1
2019 Q2	$2.11B	Buy	18,925,432 +365,377	+2%	+$40M	17.13%	1
2019 Q1	$2.02B	Sell	18,560,055 -81,472	-0.4%	-$8.74M	17%	1
2018 Q4	$1.99B	Sell	18,641,527 -1,558,858	-8%	-$164M	18.33%	1
2018 Q3	$2.13B	Sell	20,200,385 -511,049	-2%	-$54.2M	17.4%	1
2018 Q2	$2.2B	Buy	20,711,434 +4,169,096	+25%	+$442M	18.78%	1
2018 Q1	$1.77B	Buy	16,542,338 +1,120,825	+7%	+$120M	19.31%	1
2017 Q4	$1.69B	Buy	15,421,513 +1,147,250	+8%	+$125M	19.21%	1
2017 Q3	$1.56B	Buy	14,274,263 +1,298,992	+10%	+$143M	19.33%	1
2017 Q2	$1.42B	Buy	12,975,271 +11,565,023	+820%	+$1.26B	19.01%	1
2017 Q1	$153M	Buy	1,410,248 +1,154,271	+451%	+$125M	2.25%	13
2016 Q4	$27.7M	Buy	+255,977	New	+$28M	0.46%	32
2014 Q2	–	Sell	-277	Closed	-$30K	–	85
2014 Q1	$30K	Buy	+277	New	+$29.8K	﹤0.01%	81
2013 Q4	–	Sell	-99	Closed	-$11K	–	114
2013 Q3	$11K	Buy	+99	New	+$10.5K	﹤0.01%	105

Other funds holding AGG

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

RJA

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TD Ameritrade Investment Management's AGG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 15,193,021 shares — an estimated $1.49B sold.

TD Ameritrade Investment Management first reported a position in AGG in Q3 2013 and held it in 29 quarters. The position peaked at $2.31B in Q4 2021. 1,603 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

TD Ameritrade Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 15,193,021 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $1.49B.
TD Ameritrade Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2013 and held it in 29 quarters.
TD Ameritrade Investment Management's iShares Core US Aggregate Bond ETF position peaked at $2.31B in Q4 2021.
1,603 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.