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

Wealthfront’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 Q3	–	Sell	-2,666	Closed	-$283K	–	512
2018 Q2	$283K	Buy	+2,666	New	+$283K	﹤0.01%	445
2015 Q4	–	Sell	-159	Closed	-$17K	–	314
2015 Q3	$17K	Buy	159 +141	+783%	+$15.4K	﹤0.01%	797
2015 Q2	$2K	Sell	18 -37	-67%	-$4.07K	﹤0.01%	1167
2015 Q1	$6K	Buy	+55	New	+$6.11K	﹤0.01%	734
2014 Q4	–	Sell	-466	Closed	-$51K	–	660
2014 Q3	$51K	Buy	+466	New	+$50.9K	﹤0.01%	401

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

MFRM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealthfront's AGG Position: Q3 2018 in Review

Wealthfront sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2018, closing a stake of 2,666 shares — an estimated $283K sold.

Wealthfront first reported a position in AGG in Q3 2014 and held it in 5 quarters. The position peaked at $283K in Q2 2018. 864 funds tracked by Wall St. Rank hold AGG as of Q3 2018.

Wealthfront reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
Wealthfront sold 2,666 iShares Core US Aggregate Bond ETF shares in Q3 2018, an estimated $283K.
Wealthfront first reported a position in iShares Core US Aggregate Bond ETF in Q3 2014 and held it in 5 quarters.
Wealthfront's iShares Core US Aggregate Bond ETF position peaked at $283K in Q2 2018.
864 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.