AEPG
AGGM

American Economic Planning Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

American Economic Planning Group’s Portfolio AGGM Stock Details AGGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,541
Closed -$399K – 35
2014
Q2 		$399K Buy
3,541
+1,698
+92% +$190K 0.15% 26
2014
Q1 		$205K Sell
1,843
-168,545
-99% -$18.7M 0.08% 24
2013
Q4 		$18.7M Buy
+170,388
New +$18.8M 6.8% 5

Other funds holding AGGM

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

American Economic Planning Group's AGGM Position: Q3 2014 in Review

American Economic Planning Group sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2014, closing a stake of 3,541 shares — an estimated $399K sold.

American Economic Planning Group first reported a position in AGGM in Q4 2013 and held it in 3 quarters. The position peaked at $18.7M in Q4 2013. 26 funds tracked by Wall St. Rank hold AGGM as of Q3 2014.

  • American Economic Planning Group reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • American Economic Planning Group sold 3,541 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2014, an estimated $399K.
  • American Economic Planning Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2013 and held it in 3 quarters.
  • American Economic Planning Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $18.7M in Q4 2013.
  • 26 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2014.

Based on American Economic Planning Group's 13F filing for Q3 2014, filed 24 Oct 2014.