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Blue Granite Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blue Granite Capital’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
Q4 		$162K Hold
1,490
– – 0.12% 74
2017
Q3 		$162K Sell
1,490
-500
-25% -$54.9K 0.11% 106
2017
Q2 		$216K Sell
1,990
-155
-7% -$16.9K 0.14% 78
2017
Q1 		$233K Hold
2,145
– – 0.15% 77
2016
Q4 		$232K Buy
+2,145
New +$235K 0.16% 77

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Granite Capital's AGG Position: Q4 2017 in Review

Blue Granite Capital held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2017 at 1,490 shares worth $162K. The position accounts for 0.12% of the portfolio, ranked #74.

Blue Granite Capital first reported a position in AGG in Q4 2016 and has held it in 5 quarters since. The position peaked at $233K in Q1 2017. 889 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

  • Blue Granite Capital held 1,490 shares of iShares Core US Aggregate Bond ETF worth $162K as of Q4 2017.
  • Blue Granite Capital left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2017.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Blue Granite Capital's portfolio in Q4 2017, its #74 holding.
  • Blue Granite Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • Blue Granite Capital's iShares Core US Aggregate Bond ETF position peaked at $233K in Q1 2017.
  • 889 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.