Ancora Family Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$443K	Buy	3,942 +1,925	+95%	+$216K	0.15%	133
2016 Q2	$227K	Hold	2,017	–	–	0.09%	170
2016 Q1	$224K	Hold	2,017	–	–	0.09%	162
2015 Q4	$218K	Sell	2,017 -49	-2%	-$5.33K	0.09%	166
2015 Q3	$226K	Buy	+2,066	New	+$225K	0.09%	170

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MFRM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ancora Family Wealth Advisors's AGG Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 95% in Q3 2016, buying an estimated $216K and bringing the position to 3,942 shares worth $443K. The position accounts for 0.15% of the portfolio, ranked #133.

Ancora Family Wealth Advisors first reported a position in AGG in Q3 2015 and has held it in 5 quarters since. 686 funds tracked by Wall St. Rank hold AGG as of Q3 2016.

Ancora Family Wealth Advisors held 3,942 shares of iShares Core US Aggregate Bond ETF worth $443K as of Q3 2016.
Ancora Family Wealth Advisors bought 1,925 iShares Core US Aggregate Bond ETF shares in Q3 2016, an estimated $216K.
iShares Core US Aggregate Bond ETF made up 0.15% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #133 holding.
Ancora Family Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and has held it in 5 quarters since.
686 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.