Buffington Mohr McNeal’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Buffington Mohr McNeal’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 Q2	–	Sell	-1,275	Closed	-$142K	–	98
2015 Q1	$142K	Buy	1,275 +43	+3%	+$4.78K	0.08%	79
2014 Q4	$136K	Buy	1,232 +45	+4%	+$4.95K	0.08%	71
2014 Q3	$130K	Hold	1,187	–	–	0.07%	66
2014 Q2	$130K	Hold	1,187	–	–	0.07%	70
2014 Q1	$128K	Hold	1,187	–	–	0.08%	69
2013 Q4	$126K	Hold	1,187	–	–	0.08%	69
2013 Q3	$127K	Buy	+1,187	New	+$126K	0.08%	72

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RJA

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buffington Mohr McNeal's AGG Position: Q2 2015 in Review

Buffington Mohr McNeal sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2015, closing a stake of 1,275 shares — an estimated $142K sold.

Buffington Mohr McNeal first reported a position in AGG in Q3 2013 and held it in 7 quarters. The position peaked at $142K in Q1 2015. 565 funds tracked by Wall St. Rank hold AGG as of Q2 2015.

Buffington Mohr McNeal reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2015 after selling out during the quarter.
Buffington Mohr McNeal sold 1,275 iShares Core US Aggregate Bond ETF shares in Q2 2015, an estimated $142K.
Buffington Mohr McNeal first reported a position in iShares Core US Aggregate Bond ETF in Q3 2013 and held it in 7 quarters.
Buffington Mohr McNeal's iShares Core US Aggregate Bond ETF position peaked at $142K in Q1 2015.
565 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2015.

Based on Buffington Mohr McNeal's 13F filing for Q2 2015, filed 6 Aug 2015.