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AGGM

Ausdal Financial Partners’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Ausdal Financial Partners’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
2016
Q1 		– Sell
-680
Closed -$76K – 531
2015
Q4 		$76K Buy
+680
New +$76.6K 0.04% 353

Other funds holding AGGM

AssetMark Inc
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ausdal Financial Partners's AGGM Position: Q1 2016 in Review

Ausdal Financial Partners sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2016, closing a stake of 680 shares — an estimated $76K sold.

Ausdal Financial Partners first reported a position in AGGM in Q4 2015 and held it in 1 quarter. The position peaked at $76K in Q4 2015. 55 funds tracked by Wall St. Rank hold AGGM as of Q1 2016.

  • Ausdal Financial Partners reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 680 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2016, an estimated $76K.
  • Ausdal Financial Partners first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $76K in Q4 2015.
  • 55 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.