B. Riley Wealth Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

B. Riley Wealth Advisors’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
2015 Q1	–	Sell	-300	Closed	-$34K	–	1102
2014 Q4	$34K	Buy	+300	New	+$34.1K	﹤0.01%	2284
2014 Q3	–	Sell	-300	Closed	-$33.8K	–	1122
2014 Q2	$33.8K	Buy	+300	New	+$33.6K	0.01%	1202

Other funds holding AGGM

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BAC

Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

B. Riley Wealth Advisors's AGGM Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2015, closing a stake of 300 shares — an estimated $34K sold.

B. Riley Wealth Advisors first reported a position in AGGM in Q2 2014 and held it in 2 quarters. The position peaked at $34K in Q4 2014. 33 funds tracked by Wall St. Rank hold AGGM as of Q1 2015.

B. Riley Wealth Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 300 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2015, an estimated $34K.
B. Riley Wealth Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $34K in Q4 2014.
33 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.