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Brick & Kyle Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brick & Kyle Associates’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
2015
Q3 		– Sell
-117
Closed -$13K – 426
2015
Q2 		$13K Hold
117
– – 0.01% 336
2015
Q1 		$13K Hold
117
– – 0.01% 338
2014
Q4 		$13K Buy
+117
New +$12.9K 0.01% 322

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Brick & Kyle Associates's AGG Position: Q3 2015 in Review

Brick & Kyle Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2015, closing a stake of 117 shares — an estimated $13K sold.

Brick & Kyle Associates first reported a position in AGG in Q4 2014 and held it in 3 quarters. The position peaked at $13K in Q2 2015. 574 funds tracked by Wall St. Rank hold AGG as of Q3 2015.

  • Brick & Kyle Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Brick & Kyle Associates sold 117 iShares Core US Aggregate Bond ETF shares in Q3 2015, an estimated $13K.
  • Brick & Kyle Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 3 quarters.
  • Brick & Kyle Associates's iShares Core US Aggregate Bond ETF position peaked at $13K in Q2 2015.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2015.

Based on Brick & Kyle Associates's 13F filing for Q3 2015, filed 14 Oct 2015.