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B. Riley Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

B. Riley Financial’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
Q4 		– Sell
-1,917
Closed -$216K – 144
2016
Q3 		$216K Hold
1,917
– – 0.14% 121
2016
Q2 		$216K Hold
1,917
– – 0.12% 106
2016
Q1 		$212K Sell
1,917
-50
-3% -$5.47K 0.16% 104
2015
Q4 		$212K Buy
+1,967
New +$214K 0.15% 113

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Financial's AGG Position: Q4 2016 in Review

B. Riley Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2016, closing a stake of 1,917 shares — an estimated $216K sold.

B. Riley Financial first reported a position in AGG in Q4 2015 and held it in 4 quarters. The position peaked at $216K in Q3 2016. 748 funds tracked by Wall St. Rank hold AGG as of Q4 2016.

  • B. Riley Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • B. Riley Financial sold 1,917 iShares Core US Aggregate Bond ETF shares in Q4 2016, an estimated $216K.
  • B. Riley Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 4 quarters.
  • B. Riley Financial's iShares Core US Aggregate Bond ETF position peaked at $216K in Q3 2016.
  • 748 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2016.

Based on B. Riley Financial's 13F filing for Q4 2016, filed 15 Feb 2017.