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

WealthShield’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
2017
Q4 		$2.49M Buy
+22,808
New +$2.49M 1.52% 19

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthShield's AGG Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2017: 22,808 shares worth $2.49M. The stake represents 1.52% of the portfolio and ranks #19 among its holdings.

890 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

  • WealthShield held 22,808 shares of iShares Core US Aggregate Bond ETF worth $2.49M as of Q4 2017.
  • iShares Core US Aggregate Bond ETF was a new WealthShield position in Q4 2017.
  • iShares Core US Aggregate Bond ETF made up 1.52% of WealthShield's portfolio in Q4 2017, its #19 holding.
  • 890 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.