Cambria Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cambria Investment 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 Q2	–	Sell	-108	Closed	-$16K	–	216
2019 Q1	$16K	Buy	+108	New	+$11.6K	﹤0.01%	286
2017 Q2	–	Sell	-12,746	Closed	-$1.38M	–	197
2017 Q1	$1.38M	Sell	12,746 -1,531	-11%	-$166K	0.47%	79
2016 Q4	$1.54M	Hold	14,277	–	–	0.64%	57
2016 Q3	$1.6M	Hold	14,277	–	–	0.75%	41
2016 Q2	$1.61M	Hold	14,277	–	–	0.74%	44
2016 Q1	$1.58M	Hold	14,277	–	–	0.73%	53
2015 Q4	$1.54M	Hold	14,277	–	–	0.62%	72
2015 Q3	$1.56M	Hold	14,277	–	–	0.6%	79
2015 Q2	$1.55M	Hold	14,277	–	–	0.47%	112
2015 Q1	$1.59K	Hold	14,277	–	–	0.18%	110
2014 Q4	$1.57M	Buy	+14,277	New	+$1.57M	0.56%	98

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambria Investment Management's AGG Position: Q2 2019 in Review

Cambria Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2019, closing a stake of 108 shares — an estimated $16K sold.

Cambria Investment Management first reported a position in AGG in Q4 2014 and held it in 11 quarters. The position peaked at $1.61M in Q2 2016. 1,006 funds tracked by Wall St. Rank hold AGG as of Q2 2019.

Cambria Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
Cambria Investment Management sold 108 iShares Core US Aggregate Bond ETF shares in Q2 2019, an estimated $16K.
Cambria Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 11 quarters.
Cambria Investment Management's iShares Core US Aggregate Bond ETF position peaked at $1.61M in Q2 2016.
1,006 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2019.

Based on Cambria Investment Management's 13F filing for Q2 2019, filed 12 Aug 2019.