Bruderman Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bruderman Asset Management’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
2019 Q1	–	Sell	-715	Closed	-$76K	–	636
2018 Q4	$76K	Buy	715 +155	+28%	+$16.3K	0.02%	208
2018 Q3	$59K	Buy	+560	New	+$59.4K	0.01%	179
2016 Q4	–	Sell	-300	Closed	-$34K	–	364
2016 Q3	$34K	Buy	+300	New	+$33.7K	0.01%	244

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bruderman Asset Management's AGG Position: Q1 2019 in Review

Bruderman Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2019, closing a stake of 715 shares — an estimated $76K sold.

Bruderman Asset Management first reported a position in AGG in Q3 2016 and held it in 3 quarters. The position peaked at $76K in Q4 2018. 986 funds tracked by Wall St. Rank hold AGG as of Q1 2019.

Bruderman Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
Bruderman Asset Management sold 715 iShares Core US Aggregate Bond ETF shares in Q1 2019, an estimated $76K.
Bruderman Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and held it in 3 quarters.
Bruderman Asset Management's iShares Core US Aggregate Bond ETF position peaked at $76K in Q4 2018.
986 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.