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

Apriem 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
2017 Q2	–	Sell	-400	Closed	-$43K	–	151
2017 Q1	$43K	Sell	400 -121	-23%	-$13.1K	0.01%	252
2016 Q4	$56K	Buy	521 +110	+27%	+$12.1K	0.02%	215
2016 Q3	$46K	Hold	411	–	–	0.01%	229
2016 Q2	$46K	Hold	411	–	–	0.02%	233
2016 Q1	$46K	Buy	411 +11	+3%	+$1.2K	0.02%	210
2015 Q4	$43K	Hold	400	–	–	0.02%	213
2015 Q3	$44K	Sell	400 -120	-23%	-$13.1K	0.02%	213
2015 Q2	$57K	Buy	520 +120	+30%	+$13.2K	0.02%	200
2015 Q1	$45K	Hold	400	–	–	0.02%	217
2014 Q4	$44K	Hold	400	–	–	0.02%	201
2014 Q3	$44K	Buy	+400	New	+$43.7K	0.02%	214

Other funds holding AGG

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

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

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

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

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

MFRM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apriem Advisors's AGG Position: Q2 2017 in Review

Apriem Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2017, closing a stake of 400 shares — an estimated $43K sold.

Apriem Advisors first reported a position in AGG in Q3 2014 and held it in 11 quarters. The position peaked at $57K in Q2 2015. 754 funds tracked by Wall St. Rank hold AGG as of Q2 2017.

Apriem Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 400 iShares Core US Aggregate Bond ETF shares in Q2 2017, an estimated $43K.
Apriem Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2014 and held it in 11 quarters.
Apriem Advisors's iShares Core US Aggregate Bond ETF position peaked at $57K in Q2 2015.
754 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.